PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.12M
3
+$703K
4
MSFT icon
Microsoft
MSFT
+$657K
5
NVDA icon
NVIDIA
NVDA
+$635K

Top Sells

1
+$1.06M
2
+$905K
3
+$810K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Sector Composition

1 Financials 13.33%
2 Technology 11.05%
3 Healthcare 4.65%
4 Energy 4.17%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.04%
57,245
+711
27
$1.94M 1.01%
23,908
-896
28
$1.64M 0.85%
20,886
-502
29
$1.49M 0.77%
8,181
+2,925
30
$1.46M 0.76%
10,367
+369
31
$1.41M 0.73%
11,424
+618
32
$1.33M 0.69%
3,866
+485
33
$1.3M 0.68%
25,436
+379
34
$1.24M 0.64%
17,098
-118
35
$1.23M 0.64%
1,443
+144
36
$1.21M 0.63%
2,264
37
$1.17M 0.61%
7,270
+1,510
38
$1.16M 0.6%
2,426
+84
39
$1.11M 0.58%
7,450
-140
40
$1.07M 0.55%
9,256
41
$1.06M 0.55%
7,474
-80
42
$1.05M 0.54%
7,159
-119
43
$1.04M 0.54%
2,785
-31
44
$974K 0.51%
70,632
45
$872K 0.45%
3,421
+640
46
$848K 0.44%
1,470
-21
47
$836K 0.43%
21,012
-250
48
$809K 0.42%
6,364
+81
49
$793K 0.41%
3,506
-135
50
$779K 0.4%
3,301
+136
1
2
3 4 5