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
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$648K
3
+$389K
4
DVY icon
iShares Select Dividend ETF
DVY
+$167K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$159K

Top Sells

1
+$3.03M
2
+$446K
3
+$367K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$329K
5
IYW icon
iShares US Technology ETF
IYW
+$267K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.42%
6,552
-248
52
$616K 0.41%
16,891
-384
53
$612K 0.41%
6,320
-202
54
$602K 0.4%
4,031
-186
55
$584K 0.39%
10,425
+2,427
56
$570K 0.38%
2,491
-205
57
$553K 0.37%
2,671
+769
58
$539K 0.36%
7,574
59
$536K 0.36%
3,952
-791
60
$528K 0.35%
6,731
-159
61
$509K 0.34%
7,599
-557
62
$504K 0.34%
2,264
63
$458K 0.31%
6,033
-150
64
$448K 0.3%
6,277
-235
65
$424K 0.28%
9,749
+384
66
$399K 0.27%
8,990
-400
67
$381K 0.26%
4,820
-100
68
$379K 0.25%
4,625
-19
69
$374K 0.25%
8,545
-122
70
$374K 0.25%
9,856
-31
71
$368K 0.25%
3,094
+55
72
$364K 0.24%
1,714
-82
73
$360K 0.24%
6,428
+92
74
$351K 0.24%
1,141
+100
75
$348K 0.23%
1,290
-400
1 2
3
4 5