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
$152M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$424K
3
+$310K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$256K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$174K

Top Sells

1
+$1.79M
2
+$1.44M
3
+$1.28M
4
FI icon
Fiserv
FI
+$920K
5
NVDA icon
NVIDIA
NVDA
+$808K

Sector Composition

1 Financials 14.53%
2 Technology 7.3%
3 Energy 4.65%
4 Consumer Discretionary 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.83%
2,264
27
$1.23M 0.81%
23,455
-61
28
$1.15M 0.76%
8,260
-1,369
29
$1.03M 0.67%
67,126
30
$988K 0.65%
9,112
-7,452
31
$974K 0.64%
2,658
-44
32
$893K 0.59%
11,799
-1,918
33
$891K 0.58%
942
-227
34
$855K 0.56%
6,305
-50
35
$855K 0.56%
1,822
-793
36
$835K 0.55%
7,069
-1,200
37
$821K 0.54%
19,682
-935
38
$800K 0.52%
2,561
-63
39
$795K 0.52%
6,439
-505
40
$738K 0.48%
9,025
-808
41
$736K 0.48%
8,200
-515
42
$692K 0.45%
2,931
-5
43
$674K 0.44%
4,357
-1,189
44
$659K 0.43%
1,405
-616
45
$640K 0.42%
2,742
-175
46
$633K 0.42%
767
-1,547
47
$575K 0.38%
2,605
-4,165
48
$557K 0.37%
1,027
-179
49
$554K 0.36%
18,828
-975
50
$551K 0.36%
2,680
-295
1
2
3 4 5