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
$178M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$683K
2
+$666K
3
+$632K
4
XOM icon
Exxon Mobil
XOM
+$625K
5
VHT icon
Vanguard Health Care ETF
VHT
+$440K

Top Sells

1
+$1.41M
2
+$750K
3
+$330K
4
GIS icon
General Mills
GIS
+$234K
5
ABBV icon
AbbVie
ABBV
+$225K

Sector Composition

1 Financials 24.22%
2 Energy 3.95%
3 Consumer Staples 3.86%
4 Technology 3.05%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.64%
9,190
-91
27
$1.12M 0.63%
18,050
-2,416
28
$971K 0.55%
22,392
-118
29
$962K 0.54%
24,486
-91
30
$852K 0.48%
36,637
+1,940
31
$813K 0.46%
16,546
32
$758K 0.43%
10,737
+456
33
$711K 0.4%
12,340
+100
34
$709K 0.4%
10,778
-200
35
$699K 0.39%
14,428
36
$691K 0.39%
14,166
-67
37
$683K 0.38%
+17,194
38
$674K 0.38%
12,389
+1,075
39
$666K 0.37%
+4,912
40
$656K 0.37%
14,702
41
$652K 0.37%
8,788
+242
42
$632K 0.36%
+10,452
43
$631K 0.36%
5,641
+146
44
$580K 0.33%
7,114
+794
45
$573K 0.32%
9,458
+157
46
$567K 0.32%
3,996
+322
47
$564K 0.32%
3,839
-25
48
$556K 0.31%
11,814
+57
49
$546K 0.31%
12,216
+908
50
$529K 0.3%
6,434
-25
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2
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