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
$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
176
$231K 0.04%
+2,782
177
$229K 0.04%
+15,000
178
$227K 0.04%
+2,256
179
$225K 0.04%
+921
180
$225K 0.04%
634
-3
181
$225K 0.04%
+918
182
$224K 0.04%
+7,420
183
$222K 0.04%
+1,566
184
$221K 0.04%
+3,228
185
$212K 0.04%
+6,111
186
$208K 0.04%
+5,979
187
$208K 0.04%
+4,682
188
$208K 0.04%
+1,892
189
$202K 0.03%
+2,726
190
$202K 0.03%
+825
191
$200K 0.03%
+1,729
192
$200K 0.03%
+532
193
$189K 0.03%
+15,915
194
$104K 0.02%
10,614
-793
195
– –
-2,495
196
– –
-1,502
197
– –
-10,092
4 5 6 7
8