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
176
$25.3K 0.02%
234
177
$24.8K 0.02%
500
178
$24.8K 0.02%
813
179
$24.5K 0.02%
570
180
$24.3K 0.02%
2,136
-394
181
$22.8K 0.02%
288
182
$22.2K 0.02%
6,241
183
$19.6K 0.02%
200
184
$19.5K 0.02%
500
185
$17.5K 0.01%
180
186
$17.3K 0.01%
160
187
$17K 0.01%
180
188
$16.5K 0.01%
3,700
189
$16.5K 0.01%
1,422
+591
190
$16.2K 0.01%
5,800
191
$15.8K 0.01%
800
192
$15.7K 0.01%
600
193
$15.4K 0.01%
200
194
$14.3K 0.01%
656
195
$13.8K 0.01%
123
196
$13.5K 0.01%
+60
197
$12.9K 0.01%
2,000
-800
198
$12.6K 0.01%
1,162
-139
199
$12.4K 0.01%
170
200
$12.3K 0.01%
30
6 7
8
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