PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$146K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$295K
3
+$263K
4
ACN icon
Accenture
ACN
+$220K
5
DHI icon
D.R. Horton
DHI
+$211K

Top Sells

1
+$1.1M
2
+$877K
3
+$654K
4
PEBO icon
Peoples Bancorp
PEBO
+$467K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$433K

Sector Composition

1 Financials 25.1%
2 Technology 4.31%
3 Consumer Staples 3.87%
4 Energy 3.81%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.69%
7,854
-468
27
$908K 0.57%
13,815
-3,367
28
$907K 0.57%
9,955
-510
29
$833K 0.53%
4,642
-413
30
$771K 0.49%
8,140
+560
31
$759K 0.48%
14,493
+568
32
$746K 0.47%
13,087
+95
33
$724K 0.46%
4,164
-230
34
$716K 0.45%
8,746
-63
35
$712K 0.45%
3,428
-78
36
$704K 0.44%
5,369
+139
37
$683K 0.43%
3,285
-74
38
$681K 0.43%
4,329
-51
39
$667K 0.42%
2,424
40
$658K 0.42%
26,011
-579
41
$652K 0.41%
10,696
-654
42
$647K 0.41%
3,355
-94
43
$633K 0.4%
7,912
-74
44
$614K 0.39%
3,632
-69
45
$608K 0.38%
1,669
-33
46
$597K 0.38%
10,393
-1,511
47
$594K 0.38%
3,585
-65
48
$593K 0.37%
10,838
-1,592
49
$560K 0.35%
13,171
-2,626
50
$554K 0.35%
3,615
-174
1
2
3 4 5