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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.38%
2,757
-20
52
$734K 0.36%
2,264
53
$725K 0.36%
9,470
+810
54
$723K 0.36%
9,191
-30
55
$682K 0.34%
7,300
-190
56
$680K 0.34%
+6,418
57
$678K 0.33%
6,383
-70
58
$650K 0.32%
1,294
-25
59
$620K 0.31%
+20,008
60
$585K 0.29%
1,690
-20
61
$555K 0.27%
8,340
-250
62
$541K 0.27%
1,304
-65
63
$537K 0.26%
824
-63
64
$532K 0.26%
1,511
+491
65
$531K 0.26%
3,787
-35
66
$528K 0.26%
1,974
+29
67
$524K 0.26%
7,230
+650
68
$522K 0.26%
4,708
+248
69
$513K 0.25%
18,890
+9,796
70
$499K 0.25%
2,044
71
$498K 0.25%
5,075
-115
72
$493K 0.24%
8,430
-218
73
$485K 0.24%
4,470
-5
74
$480K 0.24%
7,562
-75
75
$479K 0.24%
7,680
-150
1 2
3
4 5