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
$121M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$446K
3
+$277K
4
AMZN icon
Amazon
AMZN
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K

Top Sells

1
+$1.77M
2
+$1.48M
3
+$1.25M
4
VFH icon
Vanguard Financials ETF
VFH
+$530K
5
BA icon
Boeing
BA
+$495K

Sector Composition

1 Financials 19.42%
2 Technology 5.88%
3 Consumer Staples 4.01%
4 Healthcare 3.02%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.36%
8,151
-475
52
$433K 0.36%
3,069
+35
53
$421K 0.35%
13,639
-1,786
54
$420K 0.35%
1,930
+300
55
$411K 0.34%
21,480
+2,037
56
$402K 0.33%
4,675
+361
57
$391K 0.32%
4,958
-11
58
$382K 0.31%
9,723
+51
59
$364K 0.3%
6,765
60
$362K 0.3%
3,752
+1,010
61
$362K 0.3%
2,243
+532
62
$351K 0.29%
2,030
63
$345K 0.28%
10,003
-1,597
64
$293K 0.24%
5,449
+174
65
$291K 0.24%
2,376
+267
66
$277K 0.23%
+4,658
67
$276K 0.23%
9,150
-300
68
$272K 0.22%
3,020
+520
69
$267K 0.22%
4,440
+836
70
$264K 0.22%
5,184
71
$249K 0.21%
2,980
72
$245K 0.2%
7,907
+413
73
$232K 0.19%
5,200
-820
74
$231K 0.19%
6,935
-752
75
$225K 0.19%
1,968
-54
1 2
3
4