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
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$648K
3
+$389K
4
DVY icon
iShares Select Dividend ETF
DVY
+$167K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$159K

Top Sells

1
+$3.03M
2
+$446K
3
+$367K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$329K
5
IYW icon
iShares US Technology ETF
IYW
+$267K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.81%
3,614
-92
27
$1.11M 0.74%
48,775
28
$1.11M 0.74%
111,132
29
$1.09M 0.73%
9,674
-146
30
$1.07M 0.72%
3,895
-107
31
$946K 0.63%
46,878
-1,574
32
$870K 0.58%
5,330
-367
33
$866K 0.58%
10,062
-212
34
$864K 0.58%
2,672
+15
35
$861K 0.58%
28,503
-152
36
$824K 0.55%
7,393
-159
37
$818K 0.55%
28,008
38
$776K 0.52%
29,113
-131
39
$776K 0.52%
8,295
-425
40
$763K 0.51%
8,327
41
$745K 0.5%
3,828
-19
42
$723K 0.48%
1,433
-32
43
$711K 0.48%
1,505
-91
44
$698K 0.47%
3,715
-65
45
$695K 0.47%
3,012
-61
46
$689K 0.46%
7,205
-115
47
$685K 0.46%
6,386
+1,561
48
$670K 0.45%
28,190
+200
49
$660K 0.44%
8,180
-5
50
$636K 0.43%
10,417
-25
1
2
3 4 5