PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $101M
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$486K
3
+$435K
4
DE icon
Deere & Co
DE
+$424K
5
OXY icon
Occidental Petroleum
OXY
+$81.4K

Top Sells

1
+$1.19M
2
+$662K
3
+$324K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$244K
5
DVY icon
iShares Select Dividend ETF
DVY
+$211K

Sector Composition

1 Financials 14.91%
2 Technology 14.46%
3 Healthcare 8.9%
4 Consumer Staples 8.35%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.66K ﹤0.01%
35
277
$5.6K ﹤0.01%
600
278
$5.02K ﹤0.01%
1,000
279
$4.88K ﹤0.01%
2,000
280
$4.84K ﹤0.01%
130
+25
281
$4.79K ﹤0.01%
200
282
$4.46K ﹤0.01%
50
283
$4.09K ﹤0.01%
142
284
$4.04K ﹤0.01%
+10
285
$3.87K ﹤0.01%
50
286
$3.75K ﹤0.01%
1,000
287
$3.68K ﹤0.01%
+300
288
$3.62K ﹤0.01%
243
289
$3.46K ﹤0.01%
205
290
$3.39K ﹤0.01%
40
291
$3.33K ﹤0.01%
20
292
$3.32K ﹤0.01%
200
293
$3.19K ﹤0.01%
650
+200
294
$2.94K ﹤0.01%
49
295
$2.85K ﹤0.01%
28
296
$2.61K ﹤0.01%
1,000
297
$2.57K ﹤0.01%
150
-125
298
$2.11K ﹤0.01%
55
299
$2.02K ﹤0.01%
112
-90
300
$1.92K ﹤0.01%
100
-140
10 11
12
13 14