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
76
$380K 0.38%
1,569
-254
77
$378K 0.38%
324
-17
78
$369K 0.37%
4,395
79
$363K 0.36%
4,290
-2,590
80
$352K 0.35%
4,493
-805
81
$336K 0.33%
9,575
-10,400
82
$336K 0.33%
4,446
-16,731
83
$306K 0.3%
3,765
-12,250
84
$301K 0.3%
1,269
-35
85
$300K 0.3%
2,960
-90
86
$299K 0.3%
2,657
-680
87
$289K 0.29%
2,160
-1,209
88
$264K 0.26%
2,790
89
$264K 0.26%
2,202
-710
90
$242K 0.24%
3,475
-4,010
91
$236K 0.23%
1,260
+50
92
$234K 0.23%
1,520
-859
93
$227K 0.23%
+8,380
94
$208K 0.21%
2,010
-300
95
$204K 0.2%
4,730
-980
96
$204K 0.2%
2,150
-650
97
$186K 0.18%
12,000
-2,310
98
– –
-5,821
99
– –
-2,592
100
– –
-5,776
1 2 3
4
5