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
$158M
AUM Growth
+$146K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$295K
3
+$263K
4
ACN icon
Accenture
ACN
+$220K
5
DHI icon
D.R. Horton
DHI
+$211K

Top Sells

1
+$1.1M
2
+$877K
3
+$654K
4
PEBO icon
Peoples Bancorp
PEBO
+$467K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$433K

Sector Composition

1 Financials 25.1%
2 Technology 4.31%
3 Consumer Staples 3.87%
4 Energy 3.81%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.34%
20,718
-900
52
$529K 0.33%
9,664
-151
53
$527K 0.33%
1,995
+197
54
$519K 0.33%
7,516
-1,663
55
$479K 0.3%
5,115
+243
56
$458K 0.29%
10,112
+407
57
$458K 0.29%
4,543
-50
58
$450K 0.28%
9,400
-125
59
$429K 0.27%
8,733
-460
60
$427K 0.27%
7,467
61
$425K 0.27%
3,648
-412
62
$416K 0.26%
3,754
+126
63
$411K 0.26%
11,076
-250
64
$409K 0.26%
1,034
-36
65
$397K 0.25%
3,990
-215
66
$396K 0.25%
4,712
+166
67
$381K 0.24%
9,141
-4,202
68
$357K 0.23%
2,559
+170
69
$355K 0.22%
5,645
-30
70
$350K 0.22%
3,000
-123
71
$345K 0.22%
7,047
72
$341K 0.22%
6,020
-160
73
$339K 0.21%
2,464
-25
74
$339K 0.21%
1,689
75
$337K 0.21%
8,226
+508
1 2
3
4 5