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
101
$169K 0.14%
1,268
-12
102
$166K 0.13%
835
-50
103
$165K 0.13%
2,130
+975
104
$163K 0.13%
1,245
-150
105
$162K 0.13%
1,400
106
$144K 0.12%
3,405
107
$139K 0.11%
2,655
-100
108
$137K 0.11%
2,285
109
$125K 0.1%
200
110
$119K 0.1%
505
111
$119K 0.1%
298
112
$117K 0.09%
5,000
113
$115K 0.09%
603
+50
114
$115K 0.09%
1,494
-300
115
$105K 0.08%
425
-50
116
$103K 0.08%
3,820
-8,130
117
$102K 0.08%
2,857
-772
118
$102K 0.08%
1,983
+50
119
$98K 0.08%
670
120
$97K 0.08%
2,624
+16
121
$94.8K 0.08%
1,531
122
$93.7K 0.08%
2,328
123
$93K 0.07%
402
124
$88.1K 0.07%
1,352
125
$86.4K 0.07%
1,235
3 4
5
6 7