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
$170M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$213K
3
+$203K
4
PEBO icon
Peoples Bancorp
PEBO
+$198K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$101K

Top Sells

1
+$4.82M
2
+$1.46M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$970K
5
MSFT icon
Microsoft
MSFT
+$890K

Sector Composition

1 Financials 14.22%
2 Technology 10.35%
3 Energy 3.96%
4 Consumer Discretionary 3.61%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.03%
16,198
-2,209
27
$1.6M 0.94%
9,629
-588
28
$1.44M 0.85%
43,366
-10,358
29
$1.39M 0.82%
6,770
-380
30
$1.38M 0.81%
2,264
31
$1.22M 0.72%
23,516
+421
32
$1.11M 0.65%
2,615
-30
33
$1.07M 0.63%
1,169
-230
34
$1.05M 0.62%
2,702
-696
35
$1.05M 0.62%
5,546
-3,077
36
$1.03M 0.61%
2,021
-299
37
$964K 0.57%
13,717
-1,492
38
$959K 0.56%
67,126
-3,506
39
$955K 0.56%
8,269
40
$906K 0.53%
20,617
-395
41
$867K 0.51%
8,715
-2,094
42
$839K 0.49%
6,355
-9
43
$791K 0.47%
6,944
-380
44
$761K 0.45%
2,624
-779
45
$750K 0.44%
1,206
-66
46
$746K 0.44%
5,156
-1,893
47
$743K 0.44%
9,833
-15,201
48
$720K 0.42%
2,917
-45
49
$670K 0.39%
2,936
-563
50
$639K 0.38%
19,803
-370
1
2
3 4 5