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
176
$37.6K 0.03%
1,000
177
$37.6K 0.03%
20,000
+10,000
178
$36.8K 0.03%
490
179
$36.3K 0.03%
260
-28
180
$35.4K 0.02%
123
181
$35.2K 0.02%
3,000
182
$34.7K 0.02%
130
183
$34.5K 0.02%
640
-12,294
184
$34.3K 0.02%
10,000
185
$34K 0.02%
3,531
186
$33.9K 0.02%
800
187
$33.6K 0.02%
837
188
$33K 0.02%
180
-50
189
$32.5K 0.02%
2,000
190
$31.1K 0.02%
163
191
$30.5K 0.02%
450
+50
192
$30.2K 0.02%
570
193
$30.2K 0.02%
250
194
$30K 0.02%
245
195
$29.9K 0.02%
300
196
$29.5K 0.02%
898
-31
197
$29K 0.02%
900
-300
198
$28.6K 0.02%
1,095
-7,550
199
$28.4K 0.02%
135
-150
200
$28.4K 0.02%
700
+500
6 7
8
9 10