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
126
$118K 0.08%
443
127
$111K 0.08%
4,875
-2,750
128
$107K 0.07%
2,000
129
$106K 0.07%
1,235
130
$101K 0.07%
1,299
-60
131
$101K 0.07%
415
132
$95.9K 0.07%
2,128
133
$94K 0.06%
865
-1,000
134
$93.3K 0.06%
100
135
$92.4K 0.06%
390
-15
136
$90.1K 0.06%
1,501
137
$89.5K 0.06%
560
138
$86.5K 0.06%
1,255
139
$85.5K 0.06%
1,000
140
$82K 0.06%
490
141
$80.8K 0.05%
1,352
142
$80K 0.05%
1,085
+635
143
$79.8K 0.05%
2,624
144
$77.4K 0.05%
+1,479
145
$77K 0.05%
2,485
146
$76.9K 0.05%
310
147
$76.8K 0.05%
843
148
$76.7K 0.05%
2,000
149
$74.7K 0.05%
1,200
-34
150
$71.6K 0.05%
1,085
4 5
6
7 8