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
126
$85.9K 0.07%
525
127
$84.6K 0.07%
600
128
$77.5K 0.06%
500
129
$72.3K 0.06%
2,000
130
$71.6K 0.06%
3,679
131
$71K 0.06%
443
132
$67.8K 0.05%
3,020
133
$66.5K 0.05%
1,050
134
$66.2K 0.05%
866
135
$62.8K 0.05%
1,235
-1,011
136
$60K 0.05%
285
137
$57.9K 0.05%
1,000
138
$55K 0.04%
831
139
$53.8K 0.04%
+800
140
$51.3K 0.04%
1,312
141
$50.6K 0.04%
1,000
142
$50.1K 0.04%
1,241
+47
143
$50K 0.04%
190
144
$48.8K 0.04%
1,702
145
$46.3K 0.04%
5,100
146
$45.9K 0.04%
837
147
$45.6K 0.04%
158
148
$45.5K 0.04%
190
149
$44.3K 0.04%
925
150
$43.2K 0.03%
355
-75
4 5
6
7 8