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
$128M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$105K
2
+$45.3K
3
+$24.7K
4
ZBH icon
Zimmer Biomet
ZBH
+$23.1K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$21.9K

Top Sells

1
+$1.29M
2
+$987K
3
+$330K
4
NFLX icon
Netflix
NFLX
+$167K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$156K

Sector Composition

1 Financials 15.48%
2 Technology 12.73%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.5K 0.03%
1,200
152
$42.1K 0.03%
490
153
$41.5K 0.03%
560
-1,725
154
$39.9K 0.03%
859
155
$37.6K 0.03%
1,000
156
$37.5K 0.03%
150
157
$37.3K 0.03%
3,000
158
$36.6K 0.03%
634
159
$33.7K 0.03%
1,270
-2,550
160
$33.6K 0.03%
3,500
161
$33.3K 0.03%
123
162
$32.5K 0.03%
10,000
163
$31.7K 0.02%
1,000
164
$31.3K 0.02%
245
165
$31.3K 0.02%
390
166
$30.7K 0.02%
2,315
167
$30.4K 0.02%
163
168
$29.8K 0.02%
570
169
$29.6K 0.02%
500
170
$29.1K 0.02%
10,000
171
$28.1K 0.02%
1,000
172
$27.8K 0.02%
375
173
$27.5K 0.02%
800
174
$25.4K 0.02%
288
175
$25.4K 0.02%
331
5 6
7
8 9