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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.8%
3,933
+36
27
$1.54M 0.76%
9,855
28
$1.52M 0.75%
3,325
-63
29
$1.44M 0.71%
4,276
-10
30
$1.35M 0.67%
30,319
+152
31
$1.27M 0.63%
3,708
+358
32
$1.25M 0.62%
7,328
-49
33
$1.22M 0.6%
19,887
+2,415
34
$1.15M 0.57%
5,186
-64
35
$1.15M 0.57%
23,286
-288
36
$1.14M 0.56%
30,298
+310
37
$1.13M 0.56%
7,780
+1,020
38
$1.05M 0.52%
1,850
-20
39
$980K 0.48%
3,790
-565
40
$947K 0.47%
32,190
+500
41
$946K 0.47%
5,447
-93
42
$919K 0.45%
10,542
-250
43
$913K 0.45%
6,489
+208
44
$910K 0.45%
8,765
-300
45
$904K 0.45%
3,591
46
$901K 0.44%
6,975
-16
47
$876K 0.43%
3,002
-118
48
$871K 0.43%
5,535
-110
49
$832K 0.41%
3,103
-1
50
$769K 0.38%
8,281
-15
1
2
3 4 5