PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70.4K 0.05%
1,214
152
$70.2K 0.05%
3,000
153
$69.8K 0.05%
+121
154
$69.8K 0.05%
1,295
155
$68.5K 0.05%
831
156
$67.8K 0.05%
285
157
$67.4K 0.05%
+500
158
$66.2K 0.04%
+600
159
$65.8K 0.04%
1,000
160
$64.5K 0.04%
3,020
161
$64.5K 0.04%
3,679
162
$63.9K 0.04%
1,000
163
$62.4K 0.04%
1,312
164
$61.5K 0.04%
190
165
$59.8K 0.04%
745
-100
166
$58.5K 0.04%
+7,000
167
$56.1K 0.04%
5,000
168
$55.3K 0.04%
1,702
169
$54.4K 0.04%
925
170
$53.5K 0.04%
+230
171
$49.9K 0.03%
765
-766
172
$46.9K 0.03%
288
173
$46K 0.03%
859
174
$45.8K 0.03%
158
175
$45.7K 0.03%
837
5 6
7
8 9