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
$156M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$233K
3
+$230K
4
NEE icon
NextEra Energy
NEE
+$225K
5
DIS icon
Walt Disney
DIS
+$80.1K

Top Sells

1
+$1.43M
2
+$896K
3
+$662K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$345K

Sector Composition

1 Financials 25.1%
2 Technology 4.62%
3 Energy 3.66%
4 Consumer Staples 3.54%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$525K 0.34%
5,127
+12
52
$506K 0.33%
9,987
-125
53
$497K 0.32%
8,687
-1,706
54
$495K 0.32%
7,073
-443
55
$485K 0.31%
4,415
-128
56
$480K 0.31%
9,729
+65
57
$470K 0.3%
20,343
-375
58
$455K 0.29%
8,820
-580
59
$455K 0.29%
8,533
-200
60
$435K 0.28%
3,648
61
$424K 0.27%
7,015
-452
62
$423K 0.27%
1,026
-8
63
$414K 0.27%
3,173
+614
64
$410K 0.26%
10,826
-250
65
$400K 0.26%
4,786
+74
66
$397K 0.26%
3,890
-100
67
$397K 0.26%
3,548
-206
68
$378K 0.24%
5,495
-150
69
$354K 0.23%
1,602
+61
70
$353K 0.23%
2,980
-20
71
$347K 0.22%
8,441
-700
72
$339K 0.22%
2,414
-50
73
$337K 0.22%
6,020
74
$327K 0.21%
1,689
75
$319K 0.21%
2,109
-27
1 2
3
4 5