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
$183M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$213K
3
+$212K
4
SLB icon
SLB Ltd
SLB
+$210K
5
DD icon
DuPont de Nemours
DD
+$162K

Top Sells

1
+$511K
2
+$409K
3
+$278K
4
STT icon
State Street
STT
+$276K
5
DIS icon
Walt Disney
DIS
+$222K

Sector Composition

1 Financials 24.19%
2 Energy 4%
3 Consumer Staples 3.55%
4 Technology 3.16%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.64%
17,175
-68
27
$980K 0.54%
21,118
-824
28
$930K 0.51%
21,356
+2,248
29
$877K 0.48%
13,421
+1,453
30
$851K 0.47%
5,602
+187
31
$838K 0.46%
36,217
-166
32
$798K 0.44%
15,280
-100
33
$784K 0.43%
12,294
-95
34
$773K 0.42%
11,990
-300
35
$761K 0.42%
10,228
-500
36
$745K 0.41%
15,407
+905
37
$744K 0.41%
10,181
-437
38
$703K 0.38%
4,116
+130
39
$701K 0.38%
14,428
40
$647K 0.35%
2,547
+60
41
$647K 0.35%
5,806
-35
42
$646K 0.35%
14,877
-6,400
43
$639K 0.35%
4,200
+336
44
$635K 0.35%
12,816
-350
45
$628K 0.34%
3,840
-75
46
$599K 0.33%
7,848
-510
47
$591K 0.32%
4,705
48
$560K 0.31%
9,175
-105
49
$560K 0.31%
11,933
-283
50
$559K 0.31%
3,571
1
2
3 4 5