PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.4M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$23.7K
3
+$11.8K
4
BDX icon
Becton Dickinson
BDX
+$9.29K

Top Sells

1
+$5M
2
+$3.54M
3
+$3.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.25M
5
XOM icon
Exxon Mobil
XOM
+$1.9M

Sector Composition

1 Technology 17.47%
2 Financials 14.7%
3 Healthcare 11.14%
4 Communication Services 8.08%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$720K 0.72%
9,550
-4,918
52
$716K 0.71%
10,799
-2,282
53
$715K 0.71%
16,980
-822
54
$708K 0.7%
2,008
+66
55
$707K 0.7%
10,603
-1,315
56
$648K 0.64%
4,171
-6,447
57
$646K 0.64%
22,881
-5,203
58
$622K 0.62%
3,333
-1,650
59
$596K 0.59%
4,000
60
$587K 0.58%
23,047
-16,406
61
$580K 0.58%
1,680
-209
62
$577K 0.57%
2,134
-1,885
63
$559K 0.56%
14,003
-1,583
64
$540K 0.54%
1,518
-640
65
$522K 0.52%
6,405
-1,275
66
$505K 0.5%
2,050
67
$464K 0.46%
2,987
-2,303
68
$433K 0.43%
8,000
69
$429K 0.43%
9,844
-5,148
70
$423K 0.42%
4,433
-375
71
$410K 0.41%
2,529
-464
72
$399K 0.4%
6,482
-280
73
$394K 0.39%
3,437
-4,665
74
$389K 0.39%
780
-112
75
$388K 0.39%
2,319
-2,360
1 2
3
4 5