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
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$105K
2
+$45.3K
3
+$24.7K
4
ZBH icon
Zimmer Biomet
ZBH
+$23.1K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$21.9K

Top Sells

1
+$1.29M
2
+$987K
3
+$330K
4
NFLX icon
Netflix
NFLX
+$167K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$156K

Sector Composition

1 Financials 15.48%
2 Technology 12.73%
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
1
$8.78M 6.87%
20,882
-255
2
$8.1M 6.33%
19,242
-293
3
$4.26M 3.33%
132,295
-2,130
4
$4.04M 3.16%
9,091
-2,222
5
$3.61M 2.82%
20,642
-322
6
$3.57M 2.79%
20,790
-885
7
$3.48M 2.72%
29,909
+390
8
$3.26M 2.55%
11,566
-145
9
$2.92M 2.28%
19,323
-310
10
$2.65M 2.07%
45,649
-2,455
11
$2.54M 1.99%
12,681
-162
12
$2.45M 1.91%
30,707
-1,910
13
$2.32M 1.81%
9,097
-312
14
$2.15M 1.68%
7,597
-95
15
$2.14M 1.67%
54,809
16
$2.07M 1.62%
3,961
17
$2.04M 1.6%
11,327
-215
18
$2.01M 1.57%
3,875
-75
19
$1.94M 1.52%
4,043
-150
20
$1.94M 1.51%
15,721
-680
21
$1.78M 1.39%
29,529
-975
22
$1.72M 1.35%
10,904
-415
23
$1.7M 1.33%
10,492
-70
24
$1.6M 1.25%
36,960
-1,615
25
$1.54M 1.21%
9,783
+666
1
2 3 4 5