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
126
$109K 0.08%
1,435
+230
127
$108K 0.07%
2,000
128
$106K 0.07%
415
129
$98.5K 0.07%
2,128
130
$97.8K 0.07%
443
131
$97.1K 0.07%
843
132
$95.1K 0.07%
405
-100
133
$92.7K 0.06%
690
134
$91.7K 0.06%
560
-60
135
$89.1K 0.06%
100
136
$88.9K 0.06%
1,593
+379
137
$86.2K 0.06%
1,352
138
$85.7K 0.06%
450
139
$83.7K 0.06%
1,750
-29
140
$81.3K 0.06%
1,085
-175
141
$80.6K 0.06%
2,624
142
$78.6K 0.05%
310
143
$78.5K 0.05%
1,501
+60
144
$77.2K 0.05%
1,255
-200
145
$76.9K 0.05%
1,234
146
$75.8K 0.05%
1,000
147
$75.3K 0.05%
2,578
148
$74K 0.05%
1,000
149
$71.8K 0.05%
1,840
-400
150
$71.2K 0.05%
121
4 5
6
7 8