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
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$213K
3
+$203K
4
PEBO icon
Peoples Bancorp
PEBO
+$198K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$101K

Top Sells

1
+$4.82M
2
+$1.46M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$970K
5
MSFT icon
Microsoft
MSFT
+$890K

Sector Composition

1 Financials 14.22%
2 Technology 10.35%
3 Energy 3.96%
4 Consumer Discretionary 3.61%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.37%
4,970
-379
52
$591K 0.35%
2,550
-3,229
53
$589K 0.35%
2,033
+734
54
$544K 0.32%
2,975
-329
55
$521K 0.31%
3,725
-55
56
$518K 0.3%
1,024
-326
57
$510K 0.3%
1,270
-154
58
$461K 0.27%
2,099
-969
59
$446K 0.26%
2,740
-311
60
$436K 0.26%
2,868
-1,275
61
$426K 0.25%
7,190
-2,621
62
$420K 0.25%
1,237
-13
63
$403K 0.24%
2,268
-1,506
64
$400K 0.24%
3,917
-11
65
$399K 0.23%
3,528
-485
66
$398K 0.23%
1,105
-163
67
$387K 0.23%
6,333
-324
68
$365K 0.21%
3,678
+639
69
$364K 0.21%
5,077
-75
70
$359K 0.21%
1,135
-359
71
$323K 0.19%
5,711
+165
72
$312K 0.18%
1,954
73
$311K 0.18%
2,622
-987
74
$301K 0.18%
6,336
-67
75
$295K 0.17%
705
1 2
3
4 5