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
$147M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$809K
3 +$431K
4
GLD icon
SPDR Gold Trust
GLD
+$379K
5
NVDA icon
NVIDIA
NVDA
+$356K

Top Sells

1 +$791K
2 +$422K
3 +$394K
4
CAT icon
Caterpillar
CAT
+$364K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$330K

Sector Composition

1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$29.2K 0.02%
1,095
202
$28.4K 0.02%
375
203
$28.1K 0.02%
898
204
$27.8K 0.02%
280
205
$26.5K 0.02%
900
206
$26.3K 0.02%
113
207
$25.7K 0.02%
250
208
$24.8K 0.02%
+82
209
$24.7K 0.02%
331
210
$24.3K 0.02%
3,000
211
$23.3K 0.02%
200
212
$23.2K 0.02%
2,315
213
$22.8K 0.02%
+28
214
$22.5K 0.02%
6,241
215
$22.3K 0.02%
+82
216
$22K 0.01%
105
-30
217
$20.6K 0.01%
450
218
$20.2K 0.01%
288
219
$19.4K 0.01%
5,100
220
$19.3K 0.01%
1,000
221
$18.5K 0.01%
305
+85
222
$18.2K 0.01%
199
223
$17.8K 0.01%
+404
224
$17.3K 0.01%
1,422
225
$16.5K 0.01%
200