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
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.34K ﹤0.01%
20
302
$1.27K ﹤0.01%
+5
303
$1.21K ﹤0.01%
300
304
$1.15K ﹤0.01%
+20
305
$931 ﹤0.01%
+150
306
$656 ﹤0.01%
7
307
$597 ﹤0.01%
+106
308
$488 ﹤0.01%
50
309
$387 ﹤0.01%
10
310
$355 ﹤0.01%
158
311
$306 ﹤0.01%
45
312
$245 ﹤0.01%
350
313
$245 ﹤0.01%
250
314
$236 ﹤0.01%
10
315
$145 ﹤0.01%
+32
316
$114 ﹤0.01%
5
317
– –
0
318
$17 ﹤0.01%
10
319
$3 ﹤0.01%
+1
320
– –
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321
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322
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323
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324
– –
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325
– –
-160
10 11 12
13
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