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
$170M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$236K
3
+$227K
4
OMC icon
Omnicom Group
OMC
+$222K
5
DFS
Discover Financial Services
DFS
+$219K

Top Sells

1
+$719K
2
+$509K
3
+$349K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$312K
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K

Sector Composition

1 Financials 14.82%
2 Technology 9.04%
3 Healthcare 4.64%
4 Energy 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.81%
2,363
27
$1.33M 0.78%
8,742
-299
28
$1.29M 0.76%
3,632
-24
29
$1.21M 0.71%
11,077
-147
30
$1.18M 0.7%
3,417
-31
31
$1.17M 0.69%
16,572
-1,472
32
$1.16M 0.68%
7,407
-497
33
$1.12M 0.66%
2,806
-351
34
$1.08M 0.64%
9,256
-215
35
$1.02M 0.6%
7,670
-125
36
$1.02M 0.6%
7,670
-25
37
$1.01M 0.6%
2,264
38
$983K 0.58%
9,322
39
$982K 0.58%
2,397
-415
40
$910K 0.53%
3,705
41
$895K 0.53%
3,020
-114
42
$885K 0.52%
1,340
-49
43
$796K 0.47%
16,070
-890
44
$793K 0.47%
48,775
45
$767K 0.45%
22,133
-220
46
$758K 0.45%
22,512
-346
47
$758K 0.45%
6,065
-351
48
$753K 0.44%
4,431
-53
49
$750K 0.44%
1,550
-12
50
$745K 0.44%
5,331
-572
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2
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