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
101
$258K 0.06%
4,043
+92
102
$255K 0.06%
1,240
-59
103
$252K 0.06%
2,050
-100
104
$252K 0.06%
9,064
-2,955
105
$242K 0.05%
+5,765
106
$241K 0.05%
1,434
-1,675
107
$232K 0.05%
3,129
+50
108
$230K 0.05%
1,161
-12
109
$229K 0.05%
1,336
110
$228K 0.05%
350
111
$227K 0.05%
800
+7
112
$224K 0.05%
392
-18
113
$222K 0.05%
8,271
-207
114
$220K 0.05%
+1,732
115
$219K 0.05%
2,390
+53
116
$217K 0.05%
+839
117
$211K 0.05%
+1,721
118
$210K 0.05%
+1,020
119
$206K 0.05%
165
-10
120
$204K 0.05%
11,128
-1,436
121
$201K 0.05%
+737
122
$201K 0.05%
+561
123
– –
-18,756
124
– –
-2,676
1 2 3 4
5