PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$908K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$805K
5
TSM icon
TSMC
TSM
+$718K

Top Sells

1
+$1.75M
2
+$647K
3
+$611K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$450K
5
UNH icon
UnitedHealth
UNH
+$433K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVB icon
26
iShares Core Dividend ETF
DIVB
$1B
$1.64M 1.01%
+32,602
XOM icon
27
Exxon Mobil
XOM
$472B
$1.61M 0.99%
14,919
-242
LII icon
28
Lennox International
LII
$18.4B
$1.3M 0.8%
2,264
IGSB icon
29
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$1.27M 0.78%
23,984
+529
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$157B
$995K 0.61%
11,918
+119
HD icon
31
Home Depot
HD
$386B
$967K 0.6%
2,638
-20
BAC icon
32
Bank of America
BAC
$370B
$967K 0.6%
20,432
+750
ESCA icon
33
Escalade
ESCA
$163M
$938K 0.58%
67,126
DE icon
34
Deere & Co
DE
$124B
$937K 0.58%
1,842
+20
COST icon
35
Costco
COST
$410B
$917K 0.57%
926
-16
SDY icon
36
SPDR S&P Dividend ETF
SDY
$20.2B
$869K 0.54%
6,401
+96
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$842K 0.52%
7,069
MU icon
38
Micron Technology
MU
$227B
$812K 0.5%
+6,585
MCD icon
39
McDonald's
MCD
$218B
$754K 0.47%
2,581
+20
EFA icon
40
iShares MSCI EAFE ETF
EFA
$68.2B
$752K 0.46%
8,413
-612
PSX icon
41
Phillips 66
PSX
$51.9B
$750K 0.46%
6,289
-150
TSM icon
42
TSMC
TSM
$1.56T
$718K 0.44%
+3,168
MS icon
43
Morgan Stanley
MS
$255B
$697K 0.43%
4,945
+250
QQQ icon
44
Invesco QQQ Trust
QQQ
$384B
$692K 0.43%
1,254
-151
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.04T
$689K 0.43%
3,911
-446
UNP icon
46
Union Pacific
UNP
$133B
$674K 0.42%
2,931
IBM icon
47
IBM
IBM
$257B
$659K 0.41%
2,234
+145
VGT icon
48
Vanguard Information Technology ETF
VGT
$109B
$653K 0.4%
984
-43
MRK icon
49
Merck
MRK
$210B
$629K 0.39%
7,942
-258
LOW icon
50
Lowe's Companies
LOW
$136B
$607K 0.38%
2,737
-5
1
2
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