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
$161M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$260K
3
+$227K
4
TJX icon
TJX Companies
TJX
+$204K
5
TRV icon
Travelers Companies
TRV
+$200K

Top Sells

1
+$2.14M
2
+$952K
3
+$734K
4
TSM icon
TSMC
TSM
+$430K
5
NVDA icon
NVIDIA
NVDA
+$418K

Sector Composition

1 Financials 12.67%
2 Technology 9.78%
3 Energy 4.17%
4 Consumer Discretionary 3.81%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$145B
$654K 0.41%
2,712
-15
AVGO icon
52
Broadcom
AVGO
$1.49T
$653K 0.4%
1,886
+116
CSCO icon
53
Cisco
CSCO
$312B
$605K 0.38%
7,851
+148
AMAT icon
54
Applied Materials
AMAT
$279B
$589K 0.37%
2,291
+8
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$116B
$566K 0.35%
1,195
ABBV icon
56
AbbVie
ABBV
$414B
$566K 0.35%
2,475
+47
DHI icon
57
D.R. Horton
DHI
$44.2B
$529K 0.33%
3,675
TSM icon
58
TSMC
TSM
$1.83T
$523K 0.32%
1,721
-1,467
JNJ icon
59
Johnson & Johnson
JNJ
$595B
$522K 0.32%
2,521
-13
GLW icon
60
Corning
GLW
$127B
$516K 0.32%
5,890
-10
CTAS icon
61
Cintas
CTAS
$80.6B
$479K 0.3%
2,545
-1
VTI icon
62
Vanguard Total Stock Market ETF
VTI
$577B
$427K 0.26%
1,273
V icon
63
Visa
V
$617B
$405K 0.25%
1,156
+33
ABT icon
64
Abbott
ABT
$198B
$396K 0.25%
3,161
+11
IYW icon
65
iShares US Technology ETF
IYW
$19.3B
$385K 0.24%
1,926
SMB icon
66
VanEck Short Muni ETF
SMB
$302M
$381K 0.24%
21,899
KR icon
67
Kroger
KR
$43.4B
$372K 0.23%
5,946
-37
SYK icon
68
Stryker
SYK
$147B
$358K 0.22%
1,019
+4
RTX icon
69
RTX Corp
RTX
$277B
$348K 0.22%
1,899
-9
VCIT icon
70
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
$334K 0.21%
3,992
+1,192
SHW icon
71
Sherwin-Williams
SHW
$86.4B
$333K 0.21%
1,028
+1
LIN icon
72
Linde
LIN
$232B
$324K 0.2%
760
+7
PEP icon
73
PepsiCo
PEP
$225B
$300K 0.19%
2,093
-115
WMT icon
74
Walmart Inc
WMT
$1.02T
$299K 0.19%
2,686
+84
VTV icon
75
Vanguard Value ETF
VTV
$169B
$296K 0.18%
1,548
1 2
3
4