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
76
$475K 0.33%
1,069
77
$464K 0.32%
6,141
-100
78
$453K 0.31%
2,562
-30
79
$452K 0.31%
5,821
-10
80
$452K 0.31%
4,545
-200
81
$431K 0.3%
887
82
$423K 0.29%
2,500
83
$423K 0.29%
2,050
84
$412K 0.29%
1,795
85
$410K 0.28%
1,225
86
$379K 0.26%
3,350
-88
87
$358K 0.25%
3,887
+500
88
$358K 0.25%
2,206
89
$357K 0.25%
4,830
-100
90
$357K 0.25%
2,968
-110
91
$345K 0.24%
1,225
92
$343K 0.24%
4,368
93
$327K 0.23%
2,379
-145
94
$318K 0.22%
2,427
+480
95
$313K 0.22%
2,379
96
$311K 0.22%
9,500
97
$298K 0.21%
2,765
+416
98
$253K 0.18%
1,875
99
$230K 0.16%
2,800
100
$230K 0.16%
4,648
+1,648
2 3
4
5 6