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
$121M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$446K
3
+$277K
4
AMZN icon
Amazon
AMZN
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K

Top Sells

1
+$1.77M
2
+$1.48M
3
+$1.25M
4
VFH icon
Vanguard Financials ETF
VFH
+$530K
5
BA icon
Boeing
BA
+$495K

Sector Composition

1 Financials 19.42%
2 Technology 5.88%
3 Consumer Staples 4.01%
4 Healthcare 3.02%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.76%
7,028
-125
27
$829K 0.68%
139,208
28
$814K 0.67%
8,455
+110
29
$698K 0.58%
18,390
+500
30
$697K 0.57%
13,050
-50
31
$696K 0.57%
5,792
+491
32
$664K 0.55%
3,979
+333
33
$636K 0.52%
3,405
+3
34
$623K 0.51%
12,892
-25
35
$595K 0.49%
3,600
-11
36
$592K 0.49%
2,076
+12
37
$591K 0.49%
8,048
+240
38
$583K 0.48%
3,365
-50
39
$533K 0.44%
8,976
+47
40
$528K 0.44%
24,005
+2,106
41
$523K 0.43%
9,532
-890
42
$503K 0.41%
9,020
-353
43
$487K 0.4%
14,509
+424
44
$484K 0.4%
3,500
45
$465K 0.38%
3,085
-1,018
46
$459K 0.38%
9,420
-630
47
$450K 0.37%
3,250
-197
48
$447K 0.37%
2,692
-312
49
$443K 0.37%
1,016
50
$441K 0.36%
2,424
1
2
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