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
151
$71.1K 0.05%
1,800
-40
152
$70.8K 0.05%
+677
153
$70.3K 0.05%
450
154
$70K 0.05%
+1,200
155
$69.7K 0.05%
1,650
-100
156
$68.6K 0.05%
1,000
157
$68K 0.05%
121
158
$66.7K 0.05%
831
159
$65K 0.04%
2,224
-354
160
$62.3K 0.04%
5,000
161
$61.9K 0.04%
1,312
162
$61.4K 0.04%
600
163
$59.6K 0.04%
190
164
$59.2K 0.04%
500
165
$59K 0.04%
+200
166
$57.3K 0.04%
600
167
$56.9K 0.04%
905
168
$54.2K 0.04%
765
169
$53.8K 0.04%
3,679
170
$52.7K 0.04%
+169
171
$52.2K 0.04%
252
172
$46.6K 0.03%
543
-1,050
173
$46.1K 0.03%
1,000
174
$45.8K 0.03%
136
-22
175
$45.4K 0.03%
1,702
5 6
7
8 9