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
$128M
AUM Growth
+$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$374K
3
+$266K
4
GLD icon
SPDR Gold Trust
GLD
+$145K
5
PFE icon
Pfizer
PFE
+$92.3K

Top Sells

1
+$165K
2
+$145K
3
+$145K
4
TSM icon
TSMC
TSM
+$142K
5
MSFT icon
Microsoft
MSFT
+$90.7K

Sector Composition

1 Financials 14.84%
2 Technology 14%
3 Healthcare 10.34%
4 Consumer Staples 8.87%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.2K 0.01%
5,500
202
$11K 0.01%
2,000
203
$11K 0.01%
220
204
$10.9K 0.01%
1,465
-665
205
$10.6K 0.01%
100
206
$10.5K 0.01%
95
207
$10K 0.01%
700
208
$9.9K 0.01%
172
209
$9.54K 0.01%
1,000
210
$9.5K 0.01%
94
211
$9.4K 0.01%
+170
212
$9.36K 0.01%
190
213
$9.09K 0.01%
1,100
214
$9.04K 0.01%
875
-200
215
$8.94K 0.01%
100
216
$8.94K 0.01%
140
217
$8.88K 0.01%
1,539
218
$8.86K 0.01%
300
219
$8.63K 0.01%
110
220
$8.23K 0.01%
22
221
$7.74K 0.01%
1,207
222
$7.7K 0.01%
290
-145
223
$7.7K 0.01%
60
224
$7.64K 0.01%
67
225
$7.51K 0.01%
65
7 8
9
10 11