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
1
$7.54M 6.04%
21,137
-52
2
$7.35M 5.89%
19,535
-388
3
$4.63M 3.71%
11,313
+1,991
4
$4.19M 3.36%
134,425
-3,110
5
$4.17M 3.34%
21,675
-130
6
$3.56M 2.85%
20,964
-400
7
$3.47M 2.78%
11,711
-181
8
$2.95M 2.36%
29,519
-754
9
$2.74M 2.2%
19,633
-227
10
$2.61M 2.09%
13,573
+9,155
11
$2.58M 2.06%
32,617
-1,842
12
$2.37M 1.9%
48,104
-1,585
13
$2.18M 1.75%
12,843
-347
14
$2.09M 1.68%
9,409
-148
15
$2M 1.6%
7,692
-12
16
$1.92M 1.54%
16,401
+205
17
$1.91M 1.53%
54,809
18
$1.88M 1.51%
3,961
19
$1.86M 1.49%
3,950
-32
20
$1.83M 1.47%
4,193
-50
21
$1.77M 1.42%
11,319
-129
22
$1.75M 1.41%
11,542
-435
23
$1.69M 1.35%
38,575
-1,159
24
$1.6M 1.28%
30,504
-276
25
$1.55M 1.24%
10,562
-583
1
2 3 4 5