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
$147M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$809K
3
+$431K
4
GLD icon
SPDR Gold Trust
GLD
+$379K
5
NVDA icon
NVIDIA
NVDA
+$356K

Top Sells

1
+$791K
2
+$422K
3
+$394K
4
CAT icon
Caterpillar
CAT
+$364K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Sector Composition

1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.63K ﹤0.01%
+40
302
$3.6K ﹤0.01%
225
+75
303
$3.31K ﹤0.01%
+50
304
$3.3K ﹤0.01%
45
-45
305
$3.04K ﹤0.01%
1,000
306
$2.94K ﹤0.01%
500
-400
307
$2.87K ﹤0.01%
49
308
$2.77K ﹤0.01%
205
309
$2.52K ﹤0.01%
28
310
$2.39K ﹤0.01%
142
311
$2.3K ﹤0.01%
55
312
$2.13K ﹤0.01%
1,000
313
$1.99K ﹤0.01%
100
314
$1.89K ﹤0.01%
112
315
$1.76K ﹤0.01%
300
316
$1.66K ﹤0.01%
100
-100
317
$1.53K ﹤0.01%
5
318
$1.36K ﹤0.01%
20
319
$1.34K ﹤0.01%
87
320
$1K ﹤0.01%
20
321
$715 ﹤0.01%
150
322
$708 ﹤0.01%
25
323
$533 ﹤0.01%
106
324
$418 ﹤0.01%
10
325
$408 ﹤0.01%
300
10 11 12
13
14