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
$163M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$746K
3
+$611K
4
TFC icon
Truist Financial
TFC
+$388K
5
AMAT icon
Applied Materials
AMAT
+$255K

Top Sells

1
+$1.45M
2
+$997K
3
+$726K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$497K
5
STI
SunTrust Banks, Inc.
STI
+$378K

Sector Composition

1 Financials 25.05%
2 Technology 5.19%
3 Energy 3.55%
4 Consumer Staples 3.3%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.67%
21,776
+1,082
27
$1.09M 0.67%
8,345
+4,697
28
$1.04M 0.64%
7,153
-469
29
$910K 0.56%
13,100
+460
30
$869K 0.53%
15,425
+6,892
31
$841K 0.52%
8,929
+247
32
$749K 0.46%
3,646
+60
33
$743K 0.46%
3,402
+89
34
$725K 0.45%
5,301
-35
35
$722K 0.44%
4,103
-295
36
$713K 0.44%
7,720
-440
37
$713K 0.44%
3,611
+166
38
$698K 0.43%
10,422
-274
39
$688K 0.42%
11,600
40
$684K 0.42%
12,917
-45
41
$677K 0.42%
7,808
+17
42
$647K 0.4%
21,899
-1,358
43
$626K 0.38%
14,085
+553
44
$606K 0.37%
2,064
+11
45
$606K 0.37%
3,500
-85
46
$604K 0.37%
10,050
-580
47
$602K 0.37%
9,373
-614
48
$591K 0.36%
2,424
49
$587K 0.36%
5,275
+148
50
$576K 0.35%
3,004
-490
1
2
3 4