PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $99.5M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$101K
2 +$40.8K
3 +$25.1K
4
ZBH icon
Zimmer Biomet
ZBH
+$21.9K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$19.5K

Top Sells

1 +$1.25M
2 +$953K
3 +$325K
4
AAPL icon
Apple
AAPL
+$161K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$155K

Sector Composition

1 Financials 15.48%
2 Technology 12.72%
3 Healthcare 11.02%
4 Consumer Staples 9.04%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12.1K 0.01%
+214
202
$11.9K 0.01%
2,000
203
$11.7K 0.01%
+52
204
$11.5K 0.01%
200
205
$11.5K 0.01%
220
206
$11.4K 0.01%
81
207
$11K 0.01%
172
208
$10.9K 0.01%
94
+19
209
$10.5K 0.01%
+95
210
$9.9K 0.01%
1,000
211
$9.89K 0.01%
435
-221
212
$9.71K 0.01%
100
213
$9.69K 0.01%
1,207
214
$9.49K 0.01%
110
215
$9.37K 0.01%
190
216
$9.34K 0.01%
1,100
217
$9.08K 0.01%
100
218
$9.03K 0.01%
140
219
$8.89K 0.01%
196
220
$8.83K 0.01%
300
221
$8.32K 0.01%
1,539
222
$8.1K 0.01%
1,125
223
$7.73K 0.01%
100
224
$7.7K 0.01%
+67
225
$7.59K 0.01%
+60