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
$444M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$834K
3
+$810K
4
XOM icon
Exxon Mobil
XOM
+$446K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$297K

Top Sells

1
+$902K
2
+$473K
3
+$443K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$442K
5
PG icon
Procter & Gamble
PG
+$408K

Sector Composition

1 Consumer Staples 23.35%
2 Technology 3.52%
3 Healthcare 2.58%
4 Financials 2.23%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.09%
3,483
+43
77
$390K 0.09%
7,725
78
$389K 0.09%
6,459
+60
79
$387K 0.09%
665
-30
80
$376K 0.08%
4,448
81
$370K 0.08%
7,179
-8,585
82
$368K 0.08%
7,180
83
$363K 0.08%
495
-20
84
$362K 0.08%
1,449
85
$357K 0.08%
6,161
-46
86
$347K 0.08%
948
-40
87
$344K 0.08%
1,379
+33
88
$344K 0.08%
876
89
$342K 0.08%
678
-29
90
$324K 0.07%
2,758
91
$302K 0.07%
3,480
-3,690
92
$301K 0.07%
17,089
-3,594
93
$299K 0.07%
6,850
94
$295K 0.07%
485
-27
95
$284K 0.06%
1,009
96
$281K 0.06%
2,047
97
$274K 0.06%
6,313
-758
98
$273K 0.06%
3,058
-3,175
99
$264K 0.06%
1,038
100
$262K 0.06%
2,837
1 2 3
4
5