PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$451K
3
+$383K
4
CHTR icon
Charter Communications
CHTR
+$356K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$321K

Top Sells

1
+$846K
2
+$668K
3
+$482K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$396K

Sector Composition

1 Financials 19.45%
2 Consumer Staples 4.51%
3 Energy 4.07%
4 Healthcare 3.14%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.7%
108,034
27
$892K 0.56%
12,128
-610
28
$879K 0.55%
22,730
-200
29
$832K 0.52%
23,543
+42
30
$801K 0.5%
14,346
+369
31
$766K 0.48%
17,716
32
$733K 0.46%
14,928
-750
33
$719K 0.45%
13,232
-550
34
$677K 0.43%
10,902
+1,230
35
$611K 0.38%
9,474
-238
36
$589K 0.37%
14,382
-50
37
$577K 0.36%
9,006
-70
38
$572K 0.36%
3,787
+198
39
$565K 0.36%
4,080
-75
40
$558K 0.35%
10,903
-50
41
$536K 0.34%
6,774
-110
42
$527K 0.33%
9,589
-577
43
$516K 0.32%
4,871
-273
44
$510K 0.32%
4,239
-100
45
$498K 0.31%
6,378
-150
46
$495K 0.31%
18,702
47
$439K 0.28%
4,373
-80
48
$433K 0.27%
3,385
-50
49
$429K 0.27%
4,624
-1,309
50
$405K 0.25%
4,750
1
2
3 4 5