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
$440M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.15M
3
+$1.08M
4
NFLX icon
Netflix
NFLX
+$249K
5
NEE icon
NextEra Energy
NEE
+$240K

Top Sells

1
+$1.54M
2
+$1.14M
3
+$937K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$524K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$446K

Sector Composition

1 Consumer Staples 25.98%
2 Technology 3.36%
3 Healthcare 2.35%
4 Financials 1.91%
5 Industrials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.06%
2,047
+188
102
$256K 0.06%
2,150
+165
103
$249K 0.06%
+512
104
$248K 0.06%
1,299
-204
105
$240K 0.05%
+3,951
106
$233K 0.05%
+1,173
107
$231K 0.05%
+1,038
108
$228K 0.05%
+793
109
$222K 0.05%
+12,564
110
$220K 0.05%
2,337
111
$219K 0.05%
+350
112
$215K 0.05%
+8,478
113
$211K 0.05%
+410
114
$211K 0.05%
2,837
+105
115
$204K 0.05%
+175
116
$204K 0.05%
+3,079
117
$201K 0.05%
+1,336
118
– –
-6,256
119
– –
-11,439
120
– –
-10,472
1 2 3 4
5