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
$357M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$698K
3
+$642K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$298K
5
SCHW icon
Charles Schwab
SCHW
+$211K

Top Sells

1
+$1.14M
2
+$332K
3
+$275K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$203K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$79.4K

Sector Composition

1 Consumer Staples 6.76%
2 Technology 4.93%
3 Financials 3.79%
4 Healthcare 3.33%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.08%
1,184
+3
102
$288K 0.08%
2,808
+116
103
$283K 0.08%
1,378
+22
104
$281K 0.08%
1,645
-16
105
$278K 0.08%
893
+18
106
$274K 0.08%
1,029
+5
107
$273K 0.08%
905
+38
108
$273K 0.08%
1,819
-154
109
$270K 0.08%
1,341
+36
110
$269K 0.08%
493
111
$265K 0.07%
2,758
+13
112
$259K 0.07%
3,425
113
$259K 0.07%
381
+17
114
$258K 0.07%
2,460
+52
115
$256K 0.07%
2,194
-22
116
$256K 0.07%
596
+16
117
$249K 0.07%
669
+4
118
$239K 0.07%
3,088
-316
119
$238K 0.07%
958
-31
120
$238K 0.07%
2,410
+19
121
$222K 0.06%
1,233
+28
122
$212K 0.06%
601
123
$211K 0.06%
+2,701
124
$208K 0.06%
4,115
125
$208K 0.06%
+3,068
2 3 4
5
6