PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$417K
3
+$322K
4
ADBE icon
Adobe
ADBE
+$282K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$211K

Top Sells

1
+$730K
2
+$372K
3
+$346K
4
LLY icon
Eli Lilly
LLY
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$198K

Sector Composition

1 Financials 16.09%
2 Technology 15.31%
3 Healthcare 8.76%
4 Consumer Staples 8.32%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-20
277
– –
-188
278
– –
-1,352
279
– –
-450
280
– –
-450
281
– –
-65
282
– –
-1,000
283
– –
-200
284
– –
-2,000
285
– –
-2,540
286
– –
-66
287
– –
-850
288
– –
-1,100
289
– –
-100
290
– –
-300
291
– –
-200
292
– –
-200
293
– –
-612
294
– –
-2,224
295
– –
-375
296
– –
-110
297
– –
-2,128
298
– –
-1,479
299
– –
-284
300
– –
-1,200
10 11
12
13 14