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
$162M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$267K
3
+$206K
4
PX
Praxair Inc
PX
+$204K
5
META icon
Meta Platforms (Facebook)
META
+$110K

Top Sells

1
+$549K
2
+$495K
3
+$324K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$320K
5
IHS
IHS INC CL-A COM STK
IHS
+$296K

Sector Composition

1 Financials 21.15%
2 Consumer Staples 4.4%
3 Energy 3.88%
4 Technology 2.85%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.26%
1,559
52
$419K 0.26%
4,925
+175
53
$407K 0.25%
3,890
-170
54
$403K 0.25%
9,232
+24
55
$389K 0.24%
6,175
-25
56
$387K 0.24%
3,748
-50
57
$381K 0.24%
2,424
58
$379K 0.23%
4,445
+250
59
$378K 0.23%
10,032
-200
60
$367K 0.23%
3,650
-210
61
$352K 0.22%
3,610
-250
62
$351K 0.22%
2,775
+100
63
$340K 0.21%
+9,011
64
$335K 0.21%
2,700
-14
65
$334K 0.21%
14,120
66
$326K 0.2%
3,802
67
$323K 0.2%
10,922
-595
68
$323K 0.2%
7,640
-561
69
$319K 0.2%
3,970
-100
70
$318K 0.2%
3,967
-50
71
$314K 0.19%
2,505
-100
72
$310K 0.19%
3,845
+25
73
$302K 0.19%
1,988
-27
74
$299K 0.19%
6,825
75
$297K 0.18%
4,270
1 2
3
4 5