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
+$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$374K
3
+$266K
4
GLD icon
SPDR Gold Trust
GLD
+$145K
5
PFE icon
Pfizer
PFE
+$92.3K

Top Sells

1
+$165K
2
+$145K
3
+$145K
4
TSM icon
TSMC
TSM
+$142K
5
MSFT icon
Microsoft
MSFT
+$90.7K

Sector Composition

1 Financials 14.84%
2 Technology 14%
3 Healthcare 10.34%
4 Consumer Staples 8.87%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.56%
7,930
52
$700K 0.55%
6,573
-110
53
$639K 0.5%
13,034
54
$627K 0.49%
16,792
-457
55
$624K 0.49%
4,960
-40
56
$597K 0.47%
1,074
57
$587K 0.46%
4,745
58
$567K 0.44%
7,285
+60
59
$563K 0.44%
29,466
-175
60
$562K 0.44%
5,500
-1,419
61
$512K 0.4%
7,516
+145
62
$507K 0.4%
6,471
-100
63
$502K 0.39%
1,508
-9
64
$472K 0.37%
2,592
-5
65
$464K 0.36%
9,290
-100
66
$462K 0.36%
4,050
67
$451K 0.35%
1,805
-100
68
$450K 0.35%
9,500
-460
69
$423K 0.33%
5,831
70
$414K 0.32%
887
71
$386K 0.3%
5,235
72
$377K 0.29%
12,190
73
$371K 0.29%
9,635
-265
74
$369K 0.29%
4,890
75
$368K 0.29%
2,524
1 2
3
4 5