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
$196M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$347K
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
CLX icon
Clorox
CLX
+$216K

Top Sells

1
+$699K
2
+$532K
3
+$511K
4
OEF icon
iShares S&P 100 ETF
OEF
+$359K
5
CVS icon
CVS Health
CVS
+$315K

Sector Composition

1 Financials 12.81%
2 Technology 11.23%
3 Healthcare 4.5%
4 Consumer Discretionary 3.96%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.05%
11,021
-52
27
$2.01M 1.03%
53,724
-3,521
28
$2M 1.02%
22,734
-1,174
29
$1.74M 0.89%
10,217
-150
30
$1.43M 0.73%
8,623
+442
31
$1.38M 0.7%
3,398
-468
32
$1.37M 0.7%
2,264
33
$1.28M 0.66%
7,150
-300
34
$1.24M 0.63%
1,399
-44
35
$1.23M 0.63%
10,809
-615
36
$1.22M 0.62%
23,095
-2,341
37
$1.19M 0.61%
15,209
-1,889
38
$1.14M 0.58%
7,049
-110
39
$1.13M 0.58%
2,320
-106
40
$1.1M 0.56%
2,645
-140
41
$1.04M 0.53%
3,403
-18
42
$997K 0.51%
5,779
-1,491
43
$994K 0.51%
70,632
44
$989K 0.51%
8,269
-987
45
$963K 0.49%
7,324
-150
46
$904K 0.46%
6,364
47
$862K 0.44%
3,499
-7
48
$834K 0.43%
21,012
49
$802K 0.41%
2,962
-115
50
$789K 0.4%
1,350
-5
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2
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