SB

Sunflower Bank Portfolio holdings

AUM $411M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$26.3M
3
+$21.3M
4
ABBV icon
AbbVie
ABBV
+$12.8M
5
ABT icon
Abbott
ABT
+$12.8M

Top Sells

1
+$912K
2
+$486K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$325K

Sector Composition

1 Consumer Staples 8.04%
2 Healthcare 7.09%
3 Technology 3.71%
4 Industrials 2.53%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$822K 0.14%
3,010
+626
77
$819K 0.14%
2,335
+325
78
$792K 0.14%
3,622
+133
79
$769K 0.13%
6,361
+2,445
80
$766K 0.13%
2,931
+540
81
$765K 0.13%
3,298
+446
82
$740K 0.13%
8,440
+1,740
83
$735K 0.13%
4,175
+1,125
84
$710K 0.12%
3,337
+1,930
85
$696K 0.12%
+16,980
86
$686K 0.12%
9,588
+4,927
87
$665K 0.11%
+3,106
88
$663K 0.11%
8,600
+3,100
89
$659K 0.11%
+3,695
90
$656K 0.11%
+2,787
91
$656K 0.11%
+7,168
92
$627K 0.11%
+14,055
93
$610K 0.1%
+7,595
94
$606K 0.1%
3,587
+1,486
95
$602K 0.1%
2,073
-40
96
$590K 0.1%
11,256
+4,334
97
$590K 0.1%
+4,908
98
$577K 0.1%
2,595
+143
99
$561K 0.1%
11,679
+6,216
100
$559K 0.1%
+5,815
2 3
4
5 6