PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$315K
3
+$305K
4
QCOM icon
Qualcomm
QCOM
+$292K
5
ABBV icon
AbbVie
ABBV
+$253K

Top Sells

1
+$1,000K
2
+$776K
3
+$459K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
MMM icon
3M
MMM
+$230K

Sector Composition

1 Financials 17.15%
2 Technology 8.12%
3 Consumer Discretionary 4.76%
4 Healthcare 3.84%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$689K 0.36%
8,868
-398
52
$640K 0.34%
887
-9
53
$639K 0.34%
2,782
-305
54
$638K 0.34%
6,683
-180
55
$624K 0.33%
31,200
+1,600
56
$569K 0.3%
6,630
-145
57
$559K 0.29%
7,623
+206
58
$544K 0.29%
7,686
+1,076
59
$541K 0.28%
1,856
+24
60
$530K 0.28%
7,930
-543
61
$527K 0.28%
2,253
+73
62
$523K 0.27%
5,479
+225
63
$512K 0.27%
2,843
+474
64
$508K 0.27%
5,545
-43
65
$499K 0.26%
3,947
+912
66
$494K 0.26%
1,710
-525
67
$490K 0.26%
8,823
+1,859
68
$489K 0.26%
1,220
+244
69
$485K 0.25%
1,868
+116
70
$484K 0.25%
2,755
-175
71
$465K 0.24%
8,304
+455
72
$444K 0.23%
6,448
+183
73
$435K 0.23%
2,565
-380
74
$428K 0.22%
1,787
+263
75
$420K 0.22%
19,344
-3,132
1 2
3
4 5