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
201
$12.2K 0.01%
23
202
$11.2K 0.01%
200
-13
203
$11K 0.01%
+81
204
$10.9K 0.01%
241
+47
205
$10.8K 0.01%
172
206
$10.5K 0.01%
1,207
207
$9.95K 0.01%
220
+45
208
$9.81K 0.01%
1,000
209
$9.6K 0.01%
1,125
210
$9.5K 0.01%
300
211
$9.49K 0.01%
700
212
$9.17K 0.01%
190
213
$9.1K 0.01%
100
214
$9.05K 0.01%
1,100
215
$8.92K 0.01%
140
216
$8.65K 0.01%
110
217
$8.32K 0.01%
37
218
$8.13K 0.01%
1,539
219
$7.83K 0.01%
100
220
$7.76K 0.01%
30
221
$7.75K 0.01%
100
222
$7.67K 0.01%
+211
223
$7.63K 0.01%
75
224
$7.18K 0.01%
300
-200
225
$7.17K 0.01%
300
7 8
9
10 11