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
$142M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$354K
3
+$337K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$333K
5
PYPL icon
PayPal
PYPL
+$277K

Top Sells

1
+$1.75M
2
+$345K
3
+$213K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$156K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$145K

Sector Composition

1 Financials 16.56%
2 Technology 7.12%
3 Consumer Discretionary 4.45%
4 Consumer Staples 3.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.38%
9,052
+32
52
$527K 0.37%
3,119
+50
53
$512K 0.36%
2,657
-35
54
$505K 0.36%
12,745
-1,764
55
$493K 0.35%
8,240
+89
56
$489K 0.35%
959
-57
57
$442K 0.31%
9,477
-246
58
$437K 0.31%
7,284
+2,844
59
$436K 0.31%
11,587
-2,052
60
$435K 0.31%
2,050
+20
61
$432K 0.3%
6,002
+553
62
$421K 0.3%
2,179
-64
63
$404K 0.29%
2,575
+199
64
$379K 0.27%
6,867
+102
65
$376K 0.27%
4,959
+301
66
$354K 0.25%
+14,886
67
$350K 0.25%
5,184
68
$341K 0.24%
5,525
-3,451
69
$333K 0.23%
+3,926
70
$324K 0.23%
2,903
-849
71
$316K 0.22%
2,980
72
$310K 0.22%
9,150
73
$291K 0.21%
5,200
74
$278K 0.2%
3,920
+400
75
$277K 0.2%
3,015
-5
1 2
3
4