PBK
Peoples Bank (Kansas) Portfolio holdings
AUM $149M
1-Year Return
16.8%
This Quarter Return
+8.57%
1 Year Return
+16.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$3.09M
(+2.5%)
Cap. Flow
-$6.29M
Cap. Flow
% of AUM
-4.92%
Top 10 Holdings %
Top 10 Hldgs %
34.91%
Holding
281
New
12
Increased
17
Reduced
90
Closed
11
Top Buys
| 1 |
Chevron
CVX
|
+$105K |
| 2 |
Exxon Mobil
XOM
|
+$45.3K |
| 3 |
Starbucks
SBUX
|
+$24.7K |
| 4 |
Zimmer Biomet
ZBH
|
+$23.1K |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$21.9K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
+$1.29M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$987K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$330K |
| 4 |
Netflix
NFLX
|
+$167K |
| 5 |
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% |
