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
$163M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$746K
3
+$611K
4
TFC icon
Truist Financial
TFC
+$388K
5
AMAT icon
Applied Materials
AMAT
+$255K

Top Sells

1
+$1.45M
2
+$997K
3
+$726K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$497K
5
STI
SunTrust Banks, Inc.
STI
+$378K

Sector Composition

1 Financials 25.05%
2 Technology 5.19%
3 Energy 3.55%
4 Consumer Staples 3.3%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.34%
3,034
-273
52
$530K 0.33%
6,952
-121
53
$524K 0.32%
3,415
-125
54
$517K 0.32%
8,626
-194
55
$517K 0.32%
4,314
-101
56
$495K 0.3%
1,519
-84
57
$493K 0.3%
1,016
-10
58
$469K 0.29%
19,443
-900
59
$464K 0.29%
9,672
-57
60
$453K 0.28%
3,447
-101
61
$432K 0.27%
4,969
+183
62
$432K 0.27%
2,030
+341
63
$416K 0.26%
6,765
-250
64
$398K 0.24%
2,980
65
$397K 0.24%
2,742
-431
66
$390K 0.24%
3,690
-200
67
$376K 0.23%
2,354
-60
68
$375K 0.23%
1,630
+28
69
$358K 0.22%
9,266
-1,560
70
$358K 0.22%
6,020
71
$339K 0.21%
7,687
-754
72
$335K 0.21%
2,022
-87
73
$321K 0.2%
4,939
-100
74
$321K 0.2%
1,711
+59
75
$310K 0.19%
2,920
+20
1 2
3
4