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
$147M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$809K
3
+$431K
4
GLD icon
SPDR Gold Trust
GLD
+$379K
5
NVDA icon
NVIDIA
NVDA
+$356K

Top Sells

1
+$791K
2
+$422K
3
+$394K
4
CAT icon
Caterpillar
CAT
+$364K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Sector Composition

1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.18%
34,835
+6,425
27
$1.66M 1.13%
37,522
-861
28
$1.62M 1.1%
2,814
-43
29
$1.6M 1.09%
3,689
-5
30
$1.5M 1.02%
21,177
+400
31
$1.42M 0.96%
6,858
-530
32
$1.39M 0.95%
6,915
-45
33
$1.35M 0.92%
4,865
-30
34
$1.34M 0.91%
9,585
35
$1.33M 0.9%
1,975
36
$1.28M 0.87%
34,745
-255
37
$1.27M 0.86%
16,045
+15,300
38
$1.16M 0.79%
18,797
-250
39
$1.11M 0.75%
2,023
+180
40
$1.08M 0.73%
12,917
-150
41
$1.08M 0.73%
15,957
-200
42
$1.07M 0.72%
2,546
-25
43
$1.07M 0.72%
4,025
-200
44
$994K 0.67%
4,745
-185
45
$994K 0.67%
14,673
-250
46
$984K 0.67%
38,813
-1,000
47
$967K 0.66%
5,825
48
$948K 0.64%
20,896
+5
49
$944K 0.64%
13,183
-180
50
$939K 0.64%
16,935
-50
1
2
3 4 5