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
$183M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$213K
3
+$212K
4
SLB icon
SLB Ltd
SLB
+$210K
5
DD icon
DuPont de Nemours
DD
+$162K

Top Sells

1
+$511K
2
+$409K
3
+$278K
4
STT icon
State Street
STT
+$276K
5
DIS icon
Walt Disney
DIS
+$222K

Sector Composition

1 Financials 24.19%
2 Energy 4%
3 Consumer Staples 3.55%
4 Technology 3.16%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.3%
3,715
-100
52
$535K 0.29%
3,830
+1,158
53
$532K 0.29%
10,243
-1,470
54
$516K 0.28%
1,420
-104
55
$498K 0.27%
6,234
-125
56
$495K 0.27%
3,960
-288
57
$492K 0.27%
3,730
-125
58
$486K 0.27%
7,264
+150
59
$483K 0.26%
26,703
-765
60
$469K 0.26%
4,351
-59
61
$466K 0.25%
5,080
+100
62
$447K 0.24%
14,944
63
$441K 0.24%
3,799
-267
64
$434K 0.24%
2,424
65
$433K 0.24%
5,125
66
$389K 0.21%
3,150
+225
67
$385K 0.21%
3,325
-21
68
$383K 0.21%
10,046
+50
69
$375K 0.21%
6,275
-150
70
$368K 0.2%
3,845
-400
71
$366K 0.2%
3,363
-125
72
$362K 0.2%
7,540
+200
73
$357K 0.2%
2,414
-41
74
$340K 0.19%
6,728
-236
75
$338K 0.18%
9,747
-393
1 2
3
4 5