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
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.6M
3
+$1.14M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$951K

Top Sells

1
+$762K
2
+$367K
3
+$226K
4
PFE icon
Pfizer
PFE
+$98K
5
MDLZ icon
Mondelez International
MDLZ
+$72.1K

Sector Composition

1 Technology 14.2%
2 Financials 13.83%
3 Healthcare 10.21%
4 Consumer Staples 8.53%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27.2K 0.02%
3,700
202
$26.1K 0.02%
500
203
$25.5K 0.02%
280
204
$25.3K 0.02%
113
205
$24.7K 0.02%
300
+100
206
$24.6K 0.02%
288
207
$24.4K 0.02%
2,315
208
$23.3K 0.02%
6,241
209
$22K 0.01%
200
210
$20.4K 0.01%
199
211
$20.3K 0.01%
450
212
$20.1K 0.01%
1,000
213
$19.9K 0.01%
+180
214
$19.7K 0.01%
180
215
$19K 0.01%
1,422
216
$18.4K 0.01%
10,000
217
$18.3K 0.01%
800
218
$16.8K 0.01%
120
-3
219
$16.1K 0.01%
200
220
$15.1K 0.01%
234
221
$14.9K 0.01%
500
222
$14.6K 0.01%
6,000
+500
223
$14.3K 0.01%
30
224
$14.2K 0.01%
23
225
$13.8K 0.01%
284
7 8
9
10 11