PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$315K
3
+$305K
4
QCOM icon
Qualcomm
QCOM
+$292K
5
ABBV icon
AbbVie
ABBV
+$253K

Top Sells

1
+$1,000K
2
+$776K
3
+$459K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
MMM icon
3M
MMM
+$230K

Sector Composition

1 Financials 17.15%
2 Technology 8.12%
3 Consumer Discretionary 4.76%
4 Healthcare 3.84%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.76%
3,625
-138
27
$1.37M 0.72%
9,275
+125
28
$1.31M 0.69%
5,710
-813
29
$1.27M 0.67%
30,785
+1,114
30
$1.27M 0.67%
3,976
+306
31
$1.25M 0.66%
7,587
+441
32
$1.19M 0.62%
3,370
-60
33
$1.11M 0.58%
17,567
-565
34
$983K 0.52%
9,200
-40
35
$975K 0.51%
30,396
+408
36
$953K 0.5%
17,539
-481
37
$881K 0.46%
11,317
38
$871K 0.46%
7,126
-60
39
$854K 0.45%
4,405
-15
40
$850K 0.45%
2,424
41
$849K 0.45%
5,735
+386
42
$821K 0.43%
5,767
-134
43
$800K 0.42%
3,636
+508
44
$776K 0.41%
6,360
+600
45
$769K 0.4%
6,635
-185
46
$742K 0.39%
3,118
-60
47
$736K 0.39%
3,188
-303
48
$735K 0.39%
1,857
-37
49
$726K 0.38%
9,208
+459
50
$691K 0.36%
8,341
-350
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2
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