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
151
$42.7K 0.03%
288
152
$41.6K 0.03%
1,200
153
$41.4K 0.03%
10,000
+5,000
154
$38.2K 0.03%
3,000
155
$36.9K 0.03%
859
156
$36.9K 0.03%
250
157
$36.7K 0.03%
3,000
158
$36.1K 0.03%
490
-35
159
$35.9K 0.03%
1,000
160
$34.9K 0.03%
150
161
$32.6K 0.03%
10,000
162
$32.2K 0.03%
3,500
163
$31.4K 0.03%
634
164
$31K 0.02%
123
165
$30.6K 0.02%
1,000
166
$29.8K 0.02%
1,000
167
$29.6K 0.02%
245
168
$28.8K 0.02%
500
169
$28.3K 0.02%
163
170
$28.2K 0.02%
2,315
171
$27.4K 0.02%
390
172
$27.2K 0.02%
1,075
173
$27.1K 0.02%
800
174
$26.4K 0.02%
375
+275
175
$25.5K 0.02%
331
-6
5 6
7
8 9