PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$899K
3
+$641K
4
MU icon
Micron Technology
MU
+$615K
5
TSM icon
TSMC
TSM
+$587K

Top Sells

1
+$1.72M
2
+$613K
3
+$598K
4
UNH icon
UnitedHealth
UNH
+$433K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$424K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.01%
+32,602
27
$1.61M 0.99%
14,919
-242
28
$1.3M 0.8%
2,264
29
$1.27M 0.78%
23,984
+529
30
$995K 0.61%
11,918
+119
31
$967K 0.6%
2,638
-20
32
$967K 0.6%
20,432
+750
33
$938K 0.58%
67,126
34
$937K 0.58%
1,842
+20
35
$917K 0.57%
926
-16
36
$869K 0.54%
6,401
+96
37
$842K 0.52%
7,069
38
$812K 0.5%
+6,585
39
$754K 0.47%
2,581
+20
40
$752K 0.46%
8,413
-612
41
$750K 0.46%
6,289
-150
42
$718K 0.44%
+3,168
43
$697K 0.43%
4,945
+250
44
$692K 0.43%
1,254
-151
45
$689K 0.43%
3,911
-446
46
$674K 0.42%
2,931
47
$659K 0.41%
2,234
+145
48
$653K 0.4%
984
-43
49
$629K 0.39%
7,942
-258
50
$607K 0.38%
2,737
-5
1
2
3 4