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
$173M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$562K
3
+$218K
4
OEF icon
iShares S&P 100 ETF
OEF
+$215K
5
CMCSA icon
Comcast
CMCSA
+$215K

Top Sells

1
+$1.01M
2
+$616K
3
+$453K
4
PG icon
Procter & Gamble
PG
+$436K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$230K

Sector Composition

1 Financials 25.82%
2 Energy 4.24%
3 Technology 3.92%
4 Consumer Staples 3.07%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.65%
16,183
+401
27
$1.1M 0.64%
9,638
-123
28
$858K 0.5%
10,415
-525
29
$847K 0.49%
8,460
-460
30
$801K 0.46%
4,440
-61
31
$773K 0.45%
12,432
+537
32
$770K 0.44%
3,716
-290
33
$766K 0.44%
2,059
-183
34
$761K 0.44%
11,190
-1,201
35
$758K 0.44%
4,204
+144
36
$695K 0.4%
13,477
-775
37
$689K 0.4%
4,415
-114
38
$689K 0.4%
27,182
-662
39
$686K 0.4%
12,850
-800
40
$686K 0.4%
16,723
-180
41
$685K 0.4%
11,028
-46
42
$677K 0.39%
11,350
-600
43
$675K 0.39%
7,815
-231
44
$661K 0.38%
7,506
-628
45
$648K 0.37%
3,944
-114
46
$603K 0.35%
5,394
-237
47
$603K 0.35%
3,704
-35
48
$582K 0.34%
5,068
-425
49
$577K 0.33%
3,840
-420
50
$575K 0.33%
8,494
-299
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2
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