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
$196M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$347K
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
CLX icon
Clorox
CLX
+$216K

Top Sells

1
+$699K
2
+$532K
3
+$511K
4
OEF icon
iShares S&P 100 ETF
OEF
+$359K
5
CVS icon
CVS Health
CVS
+$315K

Sector Composition

1 Financials 12.81%
2 Technology 11.23%
3 Healthcare 4.5%
4 Consumer Discretionary 3.96%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.38%
1,272
-198
52
$745K 0.38%
3,774
-284
53
$721K 0.37%
3,780
54
$705K 0.36%
4,143
-275
55
$697K 0.36%
20,173
-1,150
56
$680K 0.35%
3,304
-200
57
$678K 0.35%
3,068
-384
58
$616K 0.31%
3,051
-250
59
$563K 0.29%
7,832
-418
60
$558K 0.28%
5,349
+223
61
$555K 0.28%
4,610
-455
62
$535K 0.27%
1,424
+517
63
$522K 0.27%
9,811
-4,148
64
$504K 0.26%
6,277
65
$477K 0.24%
1,250
-84
66
$472K 0.24%
2,284
67
$458K 0.23%
1,268
-21
68
$458K 0.23%
4,013
+115
69
$437K 0.22%
3,609
-1,129
70
$435K 0.22%
5,152
-40
71
$420K 0.21%
14,505
-225
72
$418K 0.21%
1,068
-247
73
$411K 0.21%
1,494
-10
74
$401K 0.2%
3,685
-182
75
$397K 0.2%
8,838
+7
1 2
3
4 5