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
76
$458K 0.31%
5,821
77
$455K 0.31%
2,868
-100
78
$447K 0.3%
3,369
+19
79
$445K 0.3%
2,050
80
$444K 0.3%
4,000
-1,485
81
$440K 0.3%
2,582
+20
82
$433K 0.29%
6,820
-200
83
$431K 0.29%
3,973
+3,283
84
$428K 0.29%
2,500
85
$403K 0.27%
902
+15
86
$392K 0.27%
1,910
+115
87
$390K 0.26%
4,345
-200
88
$377K 0.26%
4,820
-10
89
$365K 0.25%
3,337
-550
90
$364K 0.25%
1,823
-1,655
91
$355K 0.24%
1,324
+99
92
$347K 0.24%
2,379
93
$325K 0.22%
2,206
94
$312K 0.21%
2,379
95
$302K 0.2%
8,010
-20,965
96
$299K 0.2%
1,225
97
$293K 0.2%
2,790
+1,390
98
$289K 0.2%
1,466
-2,135
99
$287K 0.19%
2,349
-416
100
$274K 0.19%
1,927
-500
2 3
4
5 6