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
126
$205K 0.06%
3,456
-592
127
$201K 0.06%
+3,830
128
$198K 0.06%
12,834
+796
129
– –
-3,003
130
– –
-2,004
2 3 4 5
6