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
$170M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$236K
3
+$227K
4
OMC icon
Omnicom Group
OMC
+$222K
5
DFS
Discover Financial Services
DFS
+$219K

Top Sells

1
+$719K
2
+$509K
3
+$349K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$312K
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K

Sector Composition

1 Financials 14.82%
2 Technology 9.04%
3 Healthcare 4.64%
4 Energy 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.41%
3,140
-325
52
$670K 0.39%
13,032
-5,156
53
$653K 0.38%
5,850
-460
54
$606K 0.36%
3,990
-10
55
$599K 0.35%
1,138
-68
56
$551K 0.32%
5,486
-8
57
$546K 0.32%
10,817
+1,270
58
$536K 0.31%
3,305
-85
59
$533K 0.31%
3,440
-186
60
$518K 0.3%
3,165
61
$518K 0.3%
3,737
-135
62
$503K 0.3%
5,524
-164
63
$486K 0.29%
6,277
64
$483K 0.28%
5,180
-25
65
$462K 0.27%
3,068
+648
66
$448K 0.26%
4,073
-61
67
$411K 0.24%
3,544
+674
68
$410K 0.24%
3,956
69
$406K 0.24%
1,302
-52
70
$379K 0.22%
1,266
71
$375K 0.22%
6,367
-676
72
$355K 0.21%
14,110
73
$338K 0.2%
7,397
74
$335K 0.2%
1,968
-25
75
$335K 0.2%
1,285
-52
1 2
3
4 5