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
$147M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$809K
3
+$431K
4
GLD icon
SPDR Gold Trust
GLD
+$379K
5
NVDA icon
NVIDIA
NVDA
+$356K

Top Sells

1
+$791K
2
+$422K
3
+$394K
4
CAT icon
Caterpillar
CAT
+$364K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Sector Composition

1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.64%
4,427
-40
52
$933K 0.63%
11,416
+5,275
53
$912K 0.62%
10,149
-225
54
$879K 0.6%
10,222
55
$878K 0.6%
1,677
56
$806K 0.55%
28,518
-1,720
57
$800K 0.54%
8,102
+180
58
$795K 0.54%
3,367
-16
59
$786K 0.53%
5,350
60
$738K 0.5%
17,632
61
$729K 0.49%
6,538
62
$689K 0.47%
18,425
+8,925
63
$680K 0.46%
6,935
-95
64
$623K 0.42%
4,705
-160
65
$623K 0.42%
4,197
-235
66
$620K 0.42%
7,480
-160
67
$619K 0.42%
15,656
-790
68
$615K 0.42%
9,090
-100
69
$595K 0.4%
7,546
+30
70
$541K 0.37%
6,967
-275
71
$540K 0.37%
1,873
+1,315
72
$531K 0.36%
4,860
-100
73
$529K 0.36%
1,603
-1,105
74
$523K 0.35%
6,398
+2,030
75
$464K 0.31%
1,209
+140
1 2
3
4 5