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
$142M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$354K
3
+$337K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$333K
5
PYPL icon
PayPal
PYPL
+$277K

Top Sells

1
+$1.75M
2
+$345K
3
+$213K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$156K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$145K

Sector Composition

1 Financials 16.56%
2 Technology 7.12%
3 Consumer Discretionary 4.45%
4 Consumer Staples 3.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.81%
22,220
+2,349
27
$1.13M 0.79%
4,495
+1,090
28
$1.01M 0.71%
9,320
+865
29
$1M 0.71%
7,128
+100
30
$929K 0.66%
9,515
-533
31
$884K 0.62%
3,893
-86
32
$827K 0.58%
18,501
+111
33
$793K 0.56%
5,998
+206
34
$749K 0.53%
3,415
+50
35
$723K 0.51%
3,921
+321
36
$714K 0.5%
12,917
+25
37
$649K 0.46%
10,665
-2,385
38
$642K 0.45%
4,750
+75
39
$627K 0.44%
2,069
-7
40
$600K 0.42%
8,126
+78
41
$597K 0.42%
8,932
-600
42
$568K 0.4%
2,960
-125
43
$565K 0.4%
2,424
44
$563K 0.4%
6,163
+1,205
45
$550K 0.39%
3,500
46
$549K 0.39%
9,300
-120
47
$541K 0.38%
23,696
-309
48
$540K 0.38%
3,290
+40
49
$537K 0.38%
2,078
+148
50
$537K 0.38%
23,094
+1,614
1
2
3 4