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
$153M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$509K
3
+$329K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K
5
DRI icon
Darden Restaurants
DRI
+$222K

Top Sells

1
+$896K
2
+$571K
3
+$550K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$468K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$384K

Sector Composition

1 Financials 12.52%
2 Technology 8.95%
3 Energy 5.67%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.8%
7,904
-456
27
$1.19M 0.78%
3,157
-61
28
$1.16M 0.76%
18,044
-5,422
29
$1.16M 0.75%
11,224
+53
30
$1.15M 0.75%
9,041
+362
31
$1.1M 0.72%
3,656
+123
32
$1.08M 0.71%
70,632
33
$1.07M 0.7%
9,471
-736
34
$1.04M 0.68%
3,448
-85
35
$1.01M 0.66%
2,812
+151
36
$987K 0.64%
9,322
-95
37
$937K 0.61%
7,795
-5
38
$869K 0.57%
7,695
-190
39
$848K 0.55%
2,264
40
$834K 0.54%
18,188
-302
41
$826K 0.54%
3,134
-78
42
$785K 0.51%
1,389
-20
43
$772K 0.5%
5,903
+243
44
$760K 0.5%
4,484
-105
45
$754K 0.49%
3,705
+2
46
$738K 0.48%
6,416
-409
47
$738K 0.48%
16,960
-160
48
$720K 0.47%
3,465
-190
49
$687K 0.45%
22,353
-235
50
$674K 0.44%
48,775
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