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
$173M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$562K
3
+$218K
4
OEF icon
iShares S&P 100 ETF
OEF
+$215K
5
CMCSA icon
Comcast
CMCSA
+$215K

Top Sells

1
+$1.01M
2
+$616K
3
+$453K
4
PG icon
Procter & Gamble
PG
+$436K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$230K

Sector Composition

1 Financials 25.82%
2 Energy 4.24%
3 Technology 3.92%
4 Consumer Staples 3.07%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.33%
13,260
-975
52
$572K 0.33%
23,178
-1,275
53
$562K 0.32%
+1,953
54
$529K 0.31%
2,424
55
$524K 0.3%
4,647
-446
56
$520K 0.3%
3,106
-200
57
$509K 0.29%
10,493
-550
58
$506K 0.29%
4,364
+150
59
$485K 0.28%
10,167
-4,813
60
$452K 0.26%
5,445
+170
61
$438K 0.25%
9,271
-875
62
$434K 0.25%
2,890
-125
63
$430K 0.25%
9,207
-475
64
$430K 0.25%
11,826
-16,950
65
$417K 0.24%
7,807
-200
66
$409K 0.24%
8,411
-348
67
$402K 0.23%
5,195
+340
68
$402K 0.23%
11,375
-2,050
69
$393K 0.23%
3,300
70
$390K 0.23%
5,842
+142
71
$384K 0.22%
3,575
-200
72
$381K 0.22%
2,262
-33
73
$379K 0.22%
2,916
-777
74
$369K 0.21%
1,132
-142
75
$368K 0.21%
8,368
-334
1 2
3
4 5