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
$193M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.12M
3
+$703K
4
MSFT icon
Microsoft
MSFT
+$657K
5
NVDA icon
NVIDIA
NVDA
+$635K

Top Sells

1
+$1.06M
2
+$905K
3
+$810K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Sector Composition

1 Financials 13.33%
2 Technology 11.05%
3 Healthcare 4.65%
4 Energy 4.17%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.38%
4,418
-53
52
$713K 0.37%
21,323
-165
53
$696K 0.36%
4,058
+449
54
$690K 0.36%
1,355
+195
55
$678K 0.35%
3,077
-45
56
$663K 0.34%
13,959
+3,552
57
$613K 0.32%
3,504
+276
58
$597K 0.31%
3,452
+237
59
$569K 0.3%
5,065
-375
60
$555K 0.29%
4,738
+692
61
$533K 0.28%
3,780
-160
62
$532K 0.28%
10,128
-783
63
$525K 0.27%
8,250
+1,949
64
$511K 0.27%
1,761
+941
65
$498K 0.26%
5,126
+146
66
$484K 0.25%
6,277
67
$444K 0.23%
2,284
+395
68
$439K 0.23%
1,289
+78
69
$438K 0.23%
+1,315
70
$412K 0.21%
14,730
+7,200
71
$405K 0.21%
3,898
-55
72
$402K 0.21%
3,867
-629
73
$398K 0.21%
1,334
+40
74
$395K 0.2%
1,504
+244
75
$384K 0.2%
2,775
-5
1 2
3
4 5