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
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$105K
2
+$45.3K
3
+$24.7K
4
ZBH icon
Zimmer Biomet
ZBH
+$23.1K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$21.9K

Top Sells

1
+$1.29M
2
+$987K
3
+$330K
4
NFLX icon
Netflix
NFLX
+$167K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$156K

Sector Composition

1 Financials 15.48%
2 Technology 12.73%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$755K 0.59%
13,097
-50
52
$724K 0.57%
5,000
53
$660K 0.52%
7,225
+270
54
$646K 0.51%
6,683
-290
55
$641K 0.5%
13,034
-825
56
$639K 0.5%
17,249
-2,525
57
$626K 0.49%
4,745
-921
58
$614K 0.48%
6,919
-60
59
$556K 0.43%
1,517
60
$542K 0.42%
1,074
-50
61
$538K 0.42%
12,190
-1,050
62
$536K 0.42%
9,390
63
$525K 0.41%
6,571
-195
64
$521K 0.41%
29,641
-1,718
65
$501K 0.39%
2,597
-463
66
$500K 0.39%
9,960
67
$491K 0.38%
4,050
-1,090
68
$484K 0.38%
7,371
69
$476K 0.37%
1,905
70
$460K 0.36%
4,890
-235
71
$424K 0.33%
9,900
-70
72
$421K 0.33%
5,831
73
$403K 0.32%
887
74
$395K 0.31%
3,478
-10
75
$379K 0.3%
5,235
-200
1 2
3
4 5