PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
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
+$1.64M
2
+$908K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$805K
5
TSM icon
TSMC
TSM
+$718K

Top Sells

1
+$1.75M
2
+$647K
3
+$611K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$450K
5
UNH icon
UnitedHealth
UNH
+$433K

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
CSX icon
51
CSX Corp
CSX
$67.1B
$606K 0.37%
18,578
-250
LLY icon
52
Eli Lilly
LLY
$735B
$576K 0.36%
739
-28
CTAS icon
53
Cintas
CTAS
$74.1B
$573K 0.35%
2,570
-110
AVGO icon
54
Broadcom
AVGO
$1.67T
$540K 0.33%
1,959
-149
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$122B
$529K 0.33%
1,245
-1
CSCO icon
56
Cisco
CSCO
$273B
$518K 0.32%
7,472
+830
DHI icon
57
D.R. Horton
DHI
$45.6B
$474K 0.29%
3,675
ABBV icon
58
AbbVie
ABBV
$401B
$457K 0.28%
2,461
+707
FI icon
59
Fiserv
FI
$64.1B
$436K 0.27%
2,531
-74
ABT icon
60
Abbott
ABT
$222B
$435K 0.27%
3,195
-75
KR icon
61
Kroger
KR
$45.6B
$433K 0.27%
6,033
-180
AMAT icon
62
Applied Materials
AMAT
$181B
$421K 0.26%
2,300
-65
SYK icon
63
Stryker
SYK
$141B
$413K 0.26%
1,045
-40
V icon
64
Visa
V
$651B
$399K 0.25%
1,123
-87
JNJ icon
65
Johnson & Johnson
JNJ
$463B
$389K 0.24%
2,544
-108
VTI icon
66
Vanguard Total Stock Market ETF
VTI
$543B
$387K 0.24%
1,273
-392
SHW icon
67
Sherwin-Williams
SHW
$82.6B
$358K 0.22%
1,044
-29
LIN icon
68
Linde
LIN
$208B
$355K 0.22%
757
-21
PEP icon
69
PepsiCo
PEP
$209B
$341K 0.21%
2,586
+77
IYW icon
70
iShares US Technology ETF
IYW
$22.1B
$334K 0.21%
1,926
GLW icon
71
Corning
GLW
$74.3B
$318K 0.2%
6,050
-250
NFLX icon
72
Netflix
NFLX
$503B
$304K 0.19%
227
-31
SCHD icon
73
Schwab US Dividend Equity ETF
SCHD
$70B
$304K 0.19%
11,459
-66,038
VTEB icon
74
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$296K 0.18%
6,041
-199
RTX icon
75
RTX Corp
RTX
$210B
$282K 0.17%
1,933
-5
1 2
3
4