PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.13%
14,946
-3,340
27
$1.66M 1.11%
2,897
-5
28
$1.65M 1.11%
9,710
29
$1.63M 1.1%
+7,095
30
$1.57M 1.06%
38,757
-350
31
$1.51M 1.01%
10,238
+60
32
$1.51M 1.01%
36,090
+410
33
$1.44M 0.97%
5,250
-60
34
$1.32M 0.89%
30,132
-400
35
$1.21M 0.81%
26,795
+200
36
$1.2M 0.8%
16,222
-1,026
37
$1.18M 0.79%
40,629
-3,358
38
$1.1M 0.74%
+4,895
39
$1.1M 0.74%
6,315
-1,325
40
$1.09M 0.73%
2,571
41
$1.05M 0.7%
11,614
-645
42
$1.02M 0.69%
16,273
-13,069
43
$1.02M 0.69%
+19,197
44
$999K 0.67%
17,340
-820
45
$994K 0.67%
20,622
+300
46
$984K 0.66%
4,985
47
$983K 0.66%
+1,682
48
$976K 0.66%
1,975
49
$963K 0.65%
13,395
-40
50
$958K 0.64%
21,341
-785
1
2
3 4 5