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
$153M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$509K
3
+$329K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K
5
DRI icon
Darden Restaurants
DRI
+$222K

Top Sells

1
+$896K
2
+$571K
3
+$550K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$468K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$384K

Sector Composition

1 Financials 12.52%
2 Technology 8.95%
3 Energy 5.67%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$648K 0.42%
1,562
+282
52
$626K 0.41%
22,858
-2,161
53
$608K 0.4%
1,206
+12
54
$559K 0.37%
3,872
-427
55
$540K 0.35%
3,626
+59
56
$524K 0.34%
6,310
-1,180
57
$513K 0.34%
9,547
+2,320
58
$509K 0.33%
+4,960
59
$494K 0.32%
5,494
-244
60
$469K 0.31%
3,390
-40
61
$463K 0.3%
5,688
-776
62
$463K 0.3%
6,277
63
$454K 0.3%
2,064
-26
64
$444K 0.29%
3,165
+103
65
$430K 0.28%
4,000
-15
66
$425K 0.28%
5,205
+545
67
$400K 0.26%
4,134
-358
68
$394K 0.26%
7,043
+128
69
$375K 0.25%
3,956
+27
70
$371K 0.24%
6,399
-140
71
$349K 0.23%
3,724
-20
72
$346K 0.23%
1,266
-55
73
$345K 0.23%
1,354
+334
74
$345K 0.23%
14,110
-387
75
$344K 0.22%
2,870
+10
1 2
3
4 5