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
$125M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$815K
3
+$292K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$158K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$132K

Top Sells

1
+$615K
2
+$353K
3
+$305K
4
WPP icon
WPP
WPP
+$299K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$219K

Sector Composition

1 Financials 14.09%
2 Technology 12.84%
3 Healthcare 11.18%
4 Consumer Staples 8.82%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.59%
19,774
-92
52
$732K 0.59%
8,102
-895
53
$704K 0.56%
6,973
-277
54
$689K 0.55%
7,960
-80
55
$684K 0.55%
13,147
-423
56
$671K 0.54%
1,124
-95
57
$668K 0.54%
6,955
-110
58
$665K 0.53%
13,240
-1,797
59
$651K 0.52%
13,859
-1,510
60
$638K 0.51%
6,979
-805
61
$618K 0.49%
5,666
62
$596K 0.48%
5,140
+1,140
63
$556K 0.45%
5,125
-349
64
$526K 0.42%
31,359
-3,958
65
$510K 0.41%
6,766
-300
66
$469K 0.38%
5,831
-64
67
$467K 0.37%
7,371
-76
68
$451K 0.36%
9,960
69
$449K 0.36%
1,517
-27
70
$441K 0.35%
1,905
-244
71
$434K 0.35%
2,161
+786
72
$429K 0.34%
9,390
-100
73
$402K 0.32%
887
-50
74
$384K 0.31%
3,488
75
$374K 0.3%
5,435
-810
1 2
3
4 5