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
$145M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$486K
3
+$435K
4
DE icon
Deere & Co
DE
+$424K
5
OXY icon
Occidental Petroleum
OXY
+$81.4K

Top Sells

1
+$1.19M
2
+$662K
3
+$324K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$244K
5
DVY icon
iShares Select Dividend ETF
DVY
+$211K

Sector Composition

1 Financials 14.91%
2 Technology 14.46%
3 Healthcare 8.9%
4 Consumer Staples 8.35%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.59%
1,677
-5
52
$835K 0.58%
20,891
-450
53
$832K 0.58%
13,363
-32
54
$829K 0.57%
10,374
-1,240
55
$819K 0.57%
16,985
-355
56
$808K 0.56%
3,601
+2,165
57
$771K 0.53%
3,383
58
$768K 0.53%
3,478
+45
59
$717K 0.5%
17,632
-29,315
60
$715K 0.49%
5,485
+360
61
$691K 0.48%
5,350
62
$688K 0.48%
30,238
+1,475
63
$687K 0.48%
4,432
+255
64
$670K 0.46%
14,923
-1,350
65
$657K 0.45%
7,640
-100
66
$641K 0.44%
7,030
-140
67
$636K 0.44%
6,538
68
$612K 0.42%
7,242
-472
69
$597K 0.41%
16,446
-143
70
$592K 0.41%
4,960
71
$569K 0.39%
7,516
72
$563K 0.39%
4,865
-631
73
$562K 0.39%
9,190
74
$550K 0.38%
1,298
+1,000
75
$531K 0.37%
7,020
1 2
3
4 5