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
176
$247K 0.04%
1,973
+73
177
$243K 0.04%
+3,976
178
$239K 0.04%
+4,739
179
$238K 0.04%
+4,146
180
$237K 0.04%
5,825
-154
181
$236K 0.04%
5,908
-203
182
$235K 0.04%
381
-7
183
$233K 0.04%
984
+63
184
$231K 0.04%
1,461
-66
185
$231K 0.04%
+5,163
186
$228K 0.04%
+3,494
187
$223K 0.04%
604
-30
188
$221K 0.04%
+6,960
189
$221K 0.04%
4,169
-2,365
190
$219K 0.04%
16,440
-3,360
191
$219K 0.04%
898
-20
192
$218K 0.04%
619
+87
193
$217K 0.04%
+3,490
194
$216K 0.04%
2,500
-3,455
195
$215K 0.04%
2,532
-250
196
$215K 0.04%
1,874
-18
197
$213K 0.03%
+1,683
198
$204K 0.03%
+4,383
199
$204K 0.03%
+3,994
200
$203K 0.03%
+2,071
5 6 7
8
9