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
$162M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$267K
3
+$206K
4
PX
Praxair Inc
PX
+$204K
5
META icon
Meta Platforms (Facebook)
META
+$110K

Top Sells

1
+$549K
2
+$495K
3
+$324K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$320K
5
IHS
IHS INC CL-A COM STK
IHS
+$296K

Sector Composition

1 Financials 21.15%
2 Consumer Staples 4.4%
3 Energy 3.88%
4 Technology 2.85%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.68%
9,306
-175
27
$911K 0.56%
22,640
-90
28
$881K 0.55%
23,543
29
$826K 0.51%
12,402
+1,500
30
$792K 0.49%
17,414
-302
31
$734K 0.45%
14,115
-231
32
$705K 0.44%
14,428
-500
33
$644K 0.4%
11,938
-190
34
$629K 0.39%
9,831
+357
35
$622K 0.38%
10,803
-100
36
$599K 0.37%
12,040
-1,192
37
$596K 0.37%
8,956
-50
38
$571K 0.35%
14,532
+150
39
$563K 0.35%
9,458
-131
40
$527K 0.33%
4,846
-25
41
$512K 0.32%
4,090
+10
42
$502K 0.31%
3,533
-254
43
$490K 0.3%
6,303
-75
44
$482K 0.3%
6,674
-100
45
$477K 0.3%
3,710
+325
46
$453K 0.28%
4,348
-25
47
$441K 0.27%
3,829
-410
48
$433K 0.27%
10,944
+589
49
$422K 0.26%
4,444
-180
50
$422K 0.26%
3,285
+860
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