PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.4M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$23.7K
3
+$11.8K
4
BDX icon
Becton Dickinson
BDX
+$9.29K

Top Sells

1
+$5M
2
+$3.54M
3
+$3.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.25M
5
XOM icon
Exxon Mobil
XOM
+$1.9M

Sector Composition

1 Technology 17.47%
2 Financials 14.7%
3 Healthcare 11.14%
4 Communication Services 8.08%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.14%
1,485
27
$1.13M 1.12%
1,538
-1,276
28
$1.13M 1.12%
25,222
-5,090
29
$1.09M 1.08%
1,912
-86
30
$1.09M 1.08%
7,077
-3,340
31
$1.08M 1.07%
20,077
-7,246
32
$1.03M 1.03%
3,197
-332
33
$978K 0.97%
3,503
-3,410
34
$969K 0.96%
8,895
-4,022
35
$907K 0.9%
28,878
-6,742
36
$905K 0.9%
4,559
-138
37
$863K 0.86%
4,597
-430
38
$860K 0.85%
9,035
-1,084
39
$854K 0.85%
13,678
-2,179
40
$846K 0.84%
12,366
-6,330
41
$830K 0.82%
1,789
-757
42
$803K 0.8%
1,206
-2,590
43
$803K 0.8%
6,260
-428
44
$773K 0.77%
17,258
-2,880
45
$760K 0.76%
1,593
-10
46
$749K 0.74%
15,865
-720
47
$746K 0.74%
16,979
-3,717
48
$743K 0.74%
3,207
-1,531
49
$738K 0.73%
3,122
-245
50
$729K 0.72%
7,806
-1,295
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