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
$128M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$105K
2
+$45.3K
3
+$24.7K
4
ZBH icon
Zimmer Biomet
ZBH
+$23.1K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$21.9K

Top Sells

1
+$1.29M
2
+$987K
3
+$330K
4
NFLX icon
Netflix
NFLX
+$167K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$156K

Sector Composition

1 Financials 15.48%
2 Technology 12.73%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.2%
7,368
-6,205
27
$1.53M 1.19%
5,473
-55
28
$1.44M 1.13%
2,968
-65
29
$1.44M 1.13%
15,251
-176
30
$1.42M 1.11%
39,142
-2,200
31
$1.35M 1.05%
21,077
32
$1.26M 0.99%
10,050
-179
33
$1.22M 0.96%
17,453
-225
34
$1.15M 0.9%
8,455
-625
35
$1.13M 0.88%
26,815
-855
36
$1.13M 0.88%
40,687
-2,802
37
$1.09M 0.85%
12,529
-588
38
$1.06M 0.83%
1,975
-20
39
$1.02M 0.8%
2,571
-40
40
$988K 0.77%
8,077
-25
41
$975K 0.76%
4,530
-205
42
$964K 0.75%
10,376
-429
43
$943K 0.74%
22,491
-403
44
$912K 0.71%
5,010
-15
45
$900K 0.7%
1,868
-85
46
$868K 0.68%
21,952
-8,345
47
$846K 0.66%
9,844
-400
48
$837K 0.65%
13,675
-700
49
$816K 0.64%
16,800
-777
50
$767K 0.6%
7,930
-30
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2
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