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
$170M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$871K
3
+$292K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
CTAS icon
Cintas
CTAS
+$261K

Top Sells

1
+$953K
2
+$685K
3
+$224K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$150K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$134K

Sector Composition

1 Financials 17.86%
2 Technology 7.65%
3 Consumer Discretionary 4.69%
4 Consumer Staples 3.41%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.31%
2,595
-635
52
$519K 0.31%
2,322
+8
53
$513K 0.3%
2,830
-38
54
$505K 0.3%
8,130
+350
55
$503K 0.3%
23,191
+1,191
56
$500K 0.29%
2,965
-285
57
$497K 0.29%
2,276
-21
58
$487K 0.29%
2,018
-467
59
$477K 0.28%
5,136
+86
60
$469K 0.28%
5,437
+293
61
$445K 0.26%
7,564
+1,147
62
$441K 0.26%
5,184
63
$428K 0.25%
2,970
-10
64
$419K 0.25%
4,780
+40
65
$419K 0.25%
1,710
-4
66
$414K 0.24%
1,768
+54
67
$407K 0.24%
5,825
-272
68
$393K 0.23%
1,751
-343
69
$389K 0.23%
5,673
+100
70
$376K 0.22%
8,411
-647
71
$352K 0.21%
1,796
+28
72
$347K 0.2%
989
+33
73
$343K 0.2%
5,880
74
$340K 0.2%
6,275
-1,862
75
$339K 0.2%
1,299
-28
1 2
3
4 5