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
$709M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$6.56M
3
+$4.22M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.01M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.44M

Top Sells

1
+$3.32M
2
+$3.05M
3
+$2.47M
4
AME icon
Ametek
AME
+$1.86M
5
HUBB icon
Hubbell
HUBB
+$1.3M

Sector Composition

1 Consumer Staples 16.67%
2 Healthcare 6.05%
3 Technology 3.69%
4 Financials 2.25%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.04%
9,263
+1,572
177
$252K 0.04%
468
+45
178
$252K 0.04%
1,975
-69
179
$246K 0.03%
+1,819
180
$244K 0.03%
830
181
$243K 0.03%
4,309
-525
182
$241K 0.03%
16,900
+1,147
183
$237K 0.03%
3,963
-7
184
$237K 0.03%
1,867
-37
185
$237K 0.03%
1,368
-151
186
$234K 0.03%
3,459
-410
187
$232K 0.03%
2,167
-209
188
$231K 0.03%
4,384
+125
189
$229K 0.03%
605
+23
190
$229K 0.03%
1,576
+124
191
$226K 0.03%
5,922
-1,243
192
$222K 0.03%
792
-33
193
$217K 0.03%
1,049
-124
194
$216K 0.03%
818
-76
195
$212K 0.03%
3,026
-1,316
196
$206K 0.03%
+2,291
197
$204K 0.03%
+1,800
198
$203K 0.03%
+7,814
199
$201K 0.03%
5,457
-451
200
$198K 0.03%
+11,841
5 6 7
8
9