SB

Sunflower Bank Portfolio holdings

AUM $397M
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
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
+$69.3M
2
+$6.57M
3
+$4.35M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$3.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.48M

Top Sells

1
+$3.32M
2
+$3.14M
3
+$2.5M
4
AME icon
Ametek
AME
+$1.86M
5
HUBB icon
Hubbell
HUBB
+$1.4M

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
201
– –
-2,532
202
– –
-13,918
203
– –
-7,093
204
– –
-2,921
205
– –
-15,897
206
– –
-5,952
207
– –
-604
208
– –
-1,428
209
– –
-22,607
210
– –
-3,673
211
– –
-1,683
212
– –
-40,462
213
– –
-2,000
214
– –
-1,740
215
– –
-3,875
216
– –
-3,994
5 6 7 8
9