PBO
Peoples Bank (Ohio) Portfolio holdings
AUM $152M
AUM
$152M
AUM Growth
-$17.4M (-10%)
Cap. Flow
-$9.62M
Cap. Flow % of AUM
-6.31%
Top 10 Holdings %Top 10 Hldgs %
52.01%
Holding
101
New
4
Increased
7
Reduced
73
Closed
7
Top Buys
| 1 | $1.28M | |
| 2 | $424K | |
| 3 | $310K | |
| 4 | $256K | |
| 5 | $174K |
Top Sells
| 1 | $1.79M | |
| 2 | $1.28M | |
| 3 | $920K | |
| 4 | $808K | |
| 5 | $737K |
Sector Composition
| 1 | Financials | 14.53% |
| 2 | Technology | 7.3% |
| 3 | Energy | 4.65% |
| 4 | Consumer Discretionary | 3.77% |
| 5 | Consumer Staples | 3.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.27M | 0.83% | 2,264 | – | – | |||
| $1.23M | 0.81% | 23,455 -61 | -0.3% | -$3.2K | |||
| $1.15M | 0.76% | 8,260 -1,369 | -14% | -$191K | |||
| $1.03M | 0.67% | 67,126 | – | – | |||
| $988K | 0.65% | 9,112 -7,452 | -45% | -$808K | |||
| $974K | 0.64% | 2,658 -44 | -2% | -$16.1K | |||
| $893K | 0.59% | 11,799 -1,918 | -14% | -$145K | |||
| $891K | 0.58% | 942 -227 | -19% | -$215K | |||
| $855K | 0.56% | 6,305 -50 | -0.8% | -$6.78K | |||
| $855K | 0.56% | 1,822 -793 | -30% | -$372K | |||
| $835K | 0.55% | 7,069 -1,200 | -15% | -$142K | |||
| $821K | 0.54% | 19,682 -935 | -5% | -$39K | |||
| $800K | 0.52% | 2,561 -63 | -2% | -$19.7K | |||
| $795K | 0.52% | 6,439 -505 | -7% | -$62.4K | |||
| $738K | 0.48% | 9,025 -808 | -8% | -$66K | |||
| $736K | 0.48% | 8,200 -515 | -6% | -$46.2K | |||
| $692K | 0.45% | 2,931 -5 | -0.2% | -$1.18K | |||
| $674K | 0.44% | 4,357 -1,189 | -21% | -$184K | |||
| $659K | 0.43% | 1,405 -616 | -30% | -$289K | |||
| $640K | 0.42% | 2,742 -175 | -6% | -$40.8K | |||
| $633K | 0.42% | 767 -1,547 | -67% | -$1.28M | |||
| $575K | 0.38% | 2,605 -4,165 | -62% | -$920K | |||
| $557K | 0.37% | 1,027 -179 | -15% | -$97.1K | |||
| $554K | 0.36% | 18,828 -975 | -5% | -$28.7K | |||
| $551K | 0.36% | 2,680 -295 | -10% | -$60.6K |
