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
$156M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$233K
3
+$230K
4
NEE icon
NextEra Energy
NEE
+$225K
5
DIS icon
Walt Disney
DIS
+$80.1K

Top Sells

1
+$1.43M
2
+$896K
3
+$662K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$345K

Sector Composition

1 Financials 25.1%
2 Technology 4.62%
3 Energy 3.66%
4 Consumer Staples 3.54%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.67%
20,694
-17,809
27
$986K 0.63%
7,622
-232
28
$824K 0.53%
12,640
-1,175
29
$769K 0.49%
3,313
+28
30
$746K 0.48%
8,682
-64
31
$740K 0.48%
3,445
+17
32
$731K 0.47%
5,336
-33
33
$726K 0.47%
4,030
-612
34
$713K 0.46%
12,962
-125
35
$708K 0.46%
8,160
+20
36
$702K 0.45%
4,398
+69
37
$664K 0.43%
23,257
-2,754
38
$661K 0.43%
10,696
39
$642K 0.41%
11,600
-2,893
40
$639K 0.41%
3,586
+231
41
$626K 0.4%
7,791
-121
42
$610K 0.39%
1,603
-66
43
$605K 0.39%
3,585
44
$591K 0.38%
2,053
+58
45
$589K 0.38%
10,630
-208
46
$589K 0.38%
2,424
47
$586K 0.38%
3,494
-670
48
$545K 0.35%
13,532
+361
49
$538K 0.35%
3,540
-75
50
$535K 0.34%
3,307
-325
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2
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