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
$170M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$871K
3
+$292K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
CTAS icon
Cintas
CTAS
+$261K

Top Sells

1
+$953K
2
+$685K
3
+$224K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$150K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$134K

Sector Composition

1 Financials 17.86%
2 Technology 7.65%
3 Consumer Discretionary 4.69%
4 Consumer Staples 3.41%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.67%
7,203
-45
27
$1.07M 0.63%
9,386
-184
28
$997K 0.59%
3,755
-216
29
$932K 0.55%
3,465
-20
30
$834K 0.49%
5,621
-440
31
$804K 0.47%
3,750
-132
32
$775K 0.46%
25,608
+120
33
$764K 0.45%
11,817
-625
34
$763K 0.45%
7,206
-1
35
$745K 0.44%
24,590
+2,394
36
$735K 0.43%
6,717
+131
37
$727K 0.43%
17,632
-200
38
$719K 0.42%
4,480
-60
39
$700K 0.41%
1,857
-31
40
$679K 0.4%
8,252
-408
41
$666K 0.39%
8,535
+409
42
$664K 0.39%
2,424
43
$663K 0.39%
9,268
-32
44
$653K 0.38%
13,022
-22
45
$648K 0.38%
8,871
-1,325
46
$639K 0.38%
3,069
-30
47
$609K 0.36%
921
-20
48
$596K 0.35%
3,030
+164
49
$572K 0.34%
7,409
+141
50
$540K 0.32%
2,050
1
2
3 4 5