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
1
$10.9M 7.41%
20,505
-266
2
$7.11M 4.82%
18,937
-27
3
$4.59M 3.11%
20,662
+445
4
$4.03M 2.74%
8,602
-361
5
$3.98M 2.7%
129,665
-1,715
6
$3.87M 2.62%
32,522
-295
7
$3.53M 2.39%
11,297
-104
8
$3.28M 2.22%
54,809
9
$3.04M 2.06%
12,387
+33
10
$3.03M 2.06%
42,254
-535
11
$3.03M 2.05%
20,188
+9
12
$2.99M 2.03%
19,358
+540
13
$2.58M 1.75%
29,339
+445
14
$2.24M 1.52%
23,922
+8,661
15
$2.17M 1.47%
11,387
+250
16
$2.12M 1.43%
3,781
-155
17
$2.1M 1.42%
8,986
+109
18
$2.06M 1.39%
7,542
-25
19
$1.98M 1.35%
14,781
-395
20
$1.95M 1.32%
3,793
-40
21
$1.93M 1.31%
5,270
-95
22
$1.81M 1.23%
5,175
-55
23
$1.78M 1.21%
10,759
+75
24
$1.78M 1.2%
10,417
+81
25
$1.77M 1.2%
10,573
+335
1
2 3 4 5