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
$125M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$815K
3
+$292K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$158K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$132K

Top Sells

1
+$615K
2
+$353K
3
+$305K
4
WPP icon
WPP
WPP
+$299K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$219K

Sector Composition

1 Financials 14.09%
2 Technology 12.84%
3 Healthcare 11.18%
4 Consumer Staples 8.82%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.19%
41,342
-555
27
$1.44M 1.15%
5,528
-296
28
$1.36M 1.09%
9,117
29
$1.29M 1.04%
15,427
-7,341
30
$1.28M 1.03%
17,678
-395
31
$1.28M 1.03%
21,077
32
$1.25M 1%
43,489
+1,657
33
$1.21M 0.97%
30,297
+7,279
34
$1.08M 0.87%
13,117
-173
35
$1.08M 0.86%
10,229
-1,128
36
$1.07M 0.86%
3,033
-234
37
$1.04M 0.83%
27,670
-9,379
38
$997K 0.8%
4,735
-50
39
$984K 0.79%
2,611
-279
40
$944K 0.76%
9,080
-765
41
$924K 0.74%
10,805
+570
42
$924K 0.74%
1,995
-15
43
$874K 0.7%
17,577
-1,915
44
$863K 0.69%
22,894
-2,045
45
$847K 0.68%
14,375
-42
46
$833K 0.67%
1,953
-50
47
$829K 0.66%
10,244
-100
48
$798K 0.64%
3,060
-10
49
$779K 0.62%
5,025
-440
50
$748K 0.6%
5,000
1
2
3 4 5