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
101
$227K 0.16%
5,176
102
$217K 0.15%
3,090
103
$210K 0.15%
1,668
104
$204K 0.14%
1,145
-100
105
$199K 0.14%
1,865
-2,285
106
$191K 0.13%
1,560
107
$179K 0.12%
765
-20
108
$171K 0.12%
5,045
-4,525
109
$163K 0.11%
14,310
110
$153K 0.11%
7,625
-4,265
111
$150K 0.1%
1,955
112
$139K 0.1%
1,400
113
$135K 0.09%
558
-465
114
$135K 0.09%
1,182
-5
115
$130K 0.09%
2,700
116
$130K 0.09%
1,230
117
$130K 0.09%
1,235
118
$126K 0.09%
200
119
$125K 0.09%
550
120
$123K 0.09%
2,040
-3,000
121
$115K 0.08%
525
122
$114K 0.08%
490
123
$112K 0.08%
1,983
124
$112K 0.08%
3,000
125
$111K 0.08%
1,359
-120
3 4
5
6 7