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
$159M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$451K
3
+$383K
4
CHTR icon
Charter Communications
CHTR
+$356K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$321K

Top Sells

1
+$846K
2
+$668K
3
+$482K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$396K

Sector Composition

1 Financials 19.45%
2 Consumer Staples 4.51%
3 Energy 4.07%
4 Healthcare 3.14%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$400K 0.25%
4,060
-25
52
$395K 0.25%
3,798
-98
53
$391K 0.25%
3,860
+445
54
$389K 0.24%
9,208
-108
55
$383K 0.24%
+6,200
56
$372K 0.23%
8,201
57
$368K 0.23%
10,355
+393
58
$356K 0.22%
+1,559
59
$346K 0.22%
2,424
60
$345K 0.22%
4,017
61
$344K 0.22%
11,517
-118
62
$341K 0.21%
2,675
63
$340K 0.21%
4,195
-25
64
$337K 0.21%
3,860
+250
65
$335K 0.21%
10,232
+50
66
$324K 0.2%
8,348
-480
67
$324K 0.2%
3,802
-25
68
$321K 0.2%
4,070
69
$320K 0.2%
11,700
-594
70
$312K 0.2%
2,714
-495
71
$306K 0.19%
4,501
-878
72
$303K 0.19%
+3,820
73
$296K 0.19%
2,560
74
$292K 0.18%
2,015
-276
75
$289K 0.18%
14,120
-1,275
1 2
3
4 5