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
$125M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$815K
3
+$292K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$158K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$132K

Top Sells

1
+$615K
2
+$353K
3
+$305K
4
WPP icon
WPP
WPP
+$299K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$219K

Sector Composition

1 Financials 14.09%
2 Technology 12.84%
3 Healthcare 11.18%
4 Consumer Staples 8.82%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.3%
9,970
-1,920
77
$344K 0.28%
1,360
78
$339K 0.27%
2,489
+505
79
$315K 0.25%
2,206
-35
80
$308K 0.25%
2,400
81
$304K 0.24%
4,221
+75
82
$301K 0.24%
2,645
+40
83
$297K 0.24%
5,770
-100
84
$277K 0.22%
341
85
$275K 0.22%
3,387
-100
86
$268K 0.21%
1,880
-125
87
$257K 0.21%
2,733
+505
88
$251K 0.2%
16,108
89
$244K 0.2%
1,362
-70
90
$241K 0.19%
1,982
91
$240K 0.19%
2,477
-75
92
$239K 0.19%
2,160
-2,760
93
$196K 0.16%
2,800
94
$190K 0.15%
5,510
+2,685
95
$183K 0.15%
375
-60
96
$179K 0.14%
3,000
97
$177K 0.14%
5,250
-200
98
$174K 0.14%
2,305
-240
99
$173K 0.14%
1,214
+600
100
$171K 0.14%
1,255
2 3
4
5 6