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
76
$367K 0.29%
1,225
-5
77
$361K 0.28%
3,473
-5
78
$339K 0.26%
1,669
79
$337K 0.26%
4,398
80
$334K 0.26%
2,050
81
$315K 0.25%
1,225
+1,035
82
$312K 0.24%
3,078
+260
83
$301K 0.23%
2,206
84
$297K 0.23%
3,387
85
$290K 0.23%
2,379
-153
86
$278K 0.22%
1,875
-5
87
$269K 0.21%
1,947
88
$268K 0.21%
341
89
$262K 0.2%
1,436
90
$248K 0.19%
2,474
-3
91
$217K 0.17%
2,800
92
$210K 0.16%
978
+675
93
$209K 0.16%
5,250
94
$196K 0.15%
3,090
-2,280
95
$191K 0.15%
14,310
-1,738
96
$189K 0.15%
3,000
97
$182K 0.14%
765
98
$172K 0.13%
1,245
99
$168K 0.13%
1,187
-42
100
$160K 0.12%
1,400
2 3
4
5 6