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
101
$257K 0.17%
2,800
102
$219K 0.15%
3,090
103
$216K 0.15%
5,176
104
$215K 0.15%
458
-840
105
$206K 0.14%
1,560
106
$205K 0.14%
1,145
107
$204K 0.14%
+247
108
$196K 0.13%
1,875
109
$195K 0.13%
5,045
110
$194K 0.13%
765
111
$183K 0.12%
1,668
112
$168K 0.11%
1,364
+182
113
$164K 0.11%
1,860
+425
114
$163K 0.11%
14,310
115
$152K 0.1%
612
+87
116
$150K 0.1%
1,955
117
$149K 0.1%
2,040
118
$148K 0.1%
3,000
-1,648
119
$141K 0.1%
2,700
120
$140K 0.1%
+2,755
121
$139K 0.09%
1,230
122
$126K 0.09%
550
123
$125K 0.08%
3,000
124
$123K 0.08%
200
125
$121K 0.08%
1,983
3 4
5
6 7