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PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.4M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.4M
AUM Growth
-$79.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$644K
3
+$369K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K
5
PSX icon
Phillips 66
PSX
+$220K

Top Sells

1
+$239K
2
+$231K
3
+$215K
4
DG icon
Dollar General
DG
+$200K
5
WFC icon
Wells Fargo
WFC
+$98.3K

Sector Composition

1 Technology 14.6%
2 Financials 13.98%
3 Healthcare 10.62%
4 Communication Services 8.31%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
26
Oracle
ORCL
$592B
$1.21M 1.22%
8,217
-15
TSM icon
27
TSMC
TSM
$2.22T
$1.16M 1.16%
3,420
-16
HD icon
28
Home Depot
HD
$320B
$1.09M 1.09%
3,305
-150
BNY
29
Bank of New York Mellon
BNY
$98.3B
$1.02M 1.03%
8,635
-20
PG icon
30
Procter & Gamble
PG
$346B
$985K 0.99%
6,820
-195
CAT icon
31
Caterpillar
CAT
$421B
$937K 0.94%
1,323
-50
XLF icon
32
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$937K 0.94%
18,982
-340
MA icon
33
Mastercard
MA
$438B
$918K 0.92%
1,837
-65
CSCO icon
34
Cisco
CSCO
$474B
$918K 0.92%
11,826
-440
NVS icon
35
Novartis
NVS
$285B
$915K 0.92%
5,990
-40
HON icon
36
Honeywell
HON
$137B
$898K 0.9%
3,972
-115
ELV icon
37
Elevance Health
ELV
$92.2B
$877K 0.88%
2,997
-135
META icon
38
Meta Platforms (Facebook)
META
$1.48T
$846K 0.85%
1,479
-53
CVX icon
39
Chevron
CVX
$372B
$837K 0.84%
4,046
-125
CMCSA icon
40
Comcast
CMCSA
$85.2B
$824K 0.83%
28,716
-1,172
XLB icon
41
State Street Materials Select Sector SPDR ETF
XLB
$7.75B
$823K 0.83%
16,462
VZ icon
42
Verizon
VZ
$191B
$816K 0.82%
16,259
-220
MDLZ icon
43
Mondelez International
MDLZ
$80.8B
$801K 0.81%
13,904
+326
DIA icon
44
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$798K 0.8%
1,722
-64
KO icon
45
Coca-Cola
KO
$350B
$793K 0.8%
10,424
-175
SNY icon
46
Sanofi
SNY
$107B
$786K 0.79%
16,315
-415
UNP icon
47
Union Pacific
UNP
$161B
$757K 0.76%
3,122
VOX icon
48
Vanguard Communication Services ETF
VOX
$5.69B
$752K 0.76%
4,180
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$739K 0.74%
1,136
-35
EFA icon
50
iShares MSCI EAFE ETF
EFA
$75.9B
$731K 0.74%
7,531
-275
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