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
$582M
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$26.3M
3
+$21.3M
4
ABBV icon
AbbVie
ABBV
+$12.8M
5
ABT icon
Abbott
ABT
+$12.8M

Top Sells

1
+$912K
2
+$486K
3
+$435K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$424K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$325K

Sector Composition

1 Consumer Staples 8.04%
2 Healthcare 7.09%
3 Technology 3.71%
4 Industrials 2.53%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$301K 0.05%
+6,402
152
$295K 0.05%
+5,063
153
$288K 0.05%
+15,897
154
$281K 0.05%
+4,076
155
$279K 0.05%
7,734
-546
156
$268K 0.05%
+9,015
157
$266K 0.05%
+3,676
158
$266K 0.05%
+4,561
159
$263K 0.05%
+526
160
$261K 0.04%
+6,534
161
$259K 0.04%
+903
162
$259K 0.04%
+1,219
163
$258K 0.04%
+19,800
164
$258K 0.04%
+2,179
165
$257K 0.04%
+388
166
$256K 0.04%
+1,900
167
$247K 0.04%
+8,340
168
$242K 0.04%
+5,952
169
$240K 0.04%
1,179
+7
170
$239K 0.04%
+1,022
171
$238K 0.04%
+1,222
172
$235K 0.04%
+1,527
173
$234K 0.04%
+2,709
174
$233K 0.04%
+2,999
175
$233K 0.04%
+4,701
4 5 6
7
8