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
+$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$374K
3
+$266K
4
GLD icon
SPDR Gold Trust
GLD
+$145K
5
PFE icon
Pfizer
PFE
+$92.3K

Top Sells

1
+$165K
2
+$145K
3
+$145K
4
TSM icon
TSMC
TSM
+$142K
5
MSFT icon
Microsoft
MSFT
+$90.7K

Sector Composition

1 Financials 14.84%
2 Technology 14%
3 Healthcare 10.34%
4 Consumer Staples 8.87%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.15%
20,777
-300
27
$1.46M 1.14%
2,902
-66
28
$1.4M 1.09%
35,680
-1,280
29
$1.39M 1.09%
5,310
-163
30
$1.39M 1.09%
39,107
-35
31
$1.39M 1.09%
15,266
+15
32
$1.37M 1.07%
9,710
-340
33
$1.33M 1.04%
7,640
-815
34
$1.23M 0.96%
43,987
+3,300
35
$1.15M 0.9%
1,975
36
$1.13M 0.88%
17,248
-205
37
$1.09M 0.85%
26,595
-220
38
$1.01M 0.78%
2,571
39
$965K 0.75%
12,259
-270
40
$912K 0.71%
22,126
-365
41
$897K 0.7%
10,161
-215
42
$881K 0.69%
18,160
+1,360
43
$862K 0.67%
4,385
-145
44
$855K 0.67%
13,435
-240
45
$855K 0.67%
4,985
-25
46
$822K 0.64%
1,863
-5
47
$802K 0.63%
8,077
48
$799K 0.62%
20,812
-1,140
49
$784K 0.61%
13,097
50
$773K 0.6%
8,114
-1,730
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