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
151
$68K 0.05%
831
152
$66.5K 0.05%
5,000
153
$66.2K 0.05%
190
154
$65.4K 0.05%
2,485
+1,225
155
$62.3K 0.04%
+2,000
156
$62K 0.04%
600
157
$61K 0.04%
1,312
158
$59.9K 0.04%
3,679
159
$58.6K 0.04%
745
160
$53.6K 0.04%
158
161
$52.2K 0.04%
7,000
162
$51.7K 0.04%
765
163
$51.5K 0.04%
905
-20
164
$51K 0.04%
3,020
165
$49.5K 0.03%
252
-50
166
$48.6K 0.03%
+252
167
$48.5K 0.03%
500
168
$47.4K 0.03%
600
-450
169
$47.2K 0.03%
1,702
170
$44.4K 0.03%
600
171
$44K 0.03%
634
172
$43.8K 0.03%
859
173
$39.6K 0.03%
150
174
$38.3K 0.03%
580
-6
175
$37.8K 0.03%
1,000
5 6
7
8 9