SB

Sunflower Bank Portfolio holdings

AUM $397M
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$5.48M
3
+$3.22M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.98M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$2.93M

Top Sells

1
+$10.9M
2
+$6.71M
3
+$1.65M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.63M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.34M

Sector Composition

1 Consumer Staples 7.73%
2 Healthcare 6.9%
3 Technology 3.68%
4 Industrials 2.4%
5 Financials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.07%
4,368
+45
127
$420K 0.07%
7,006
+8
128
$417K 0.07%
877
+14
129
$416K 0.07%
3,819
-954
130
$413K 0.07%
3,288
-649
131
$412K 0.07%
11,451
-1,770
132
$409K 0.07%
2,120
-16
133
$405K 0.07%
4,987
-300
134
$401K 0.07%
6,602
+200
135
$398K 0.07%
12,638
+223
136
$398K 0.07%
+17,104
137
$387K 0.06%
3,685
-123
138
$386K 0.06%
1,170
+100
139
$386K 0.06%
10,050
-4,040
140
$384K 0.06%
4,253
-3,342
141
$382K 0.06%
4,189
-257
142
$381K 0.06%
4,012
-156
143
$375K 0.06%
1,552
-47
144
$375K 0.06%
11,814
145
$373K 0.06%
1,619
-12
146
$365K 0.06%
2,734
+25
147
$362K 0.06%
4,285
-49
148
$361K 0.06%
1,062
+20
149
$351K 0.06%
13,980
-3,780
150
$349K 0.06%
12,084
-930
4 5
6
7 8