PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$424K
3
+$310K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$256K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$174K

Top Sells

1
+$1.79M
2
+$1.44M
3
+$1.28M
4
FI icon
Fiserv
FI
+$920K
5
NVDA icon
NVIDIA
NVDA
+$808K

Sector Composition

1 Financials 14.53%
2 Technology 7.3%
3 Energy 4.65%
4 Consumer Discretionary 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.36%
4,695
-275
52
$519K 0.34%
2,089
-10
53
$467K 0.31%
3,675
-50
54
$458K 0.3%
1,665
-368
55
$450K 0.3%
1,246
-24
56
$440K 0.29%
2,652
-2,504
57
$434K 0.28%
3,270
-258
58
$433K 0.28%
826
-198
59
$424K 0.28%
1,210
+75
60
$424K 0.28%
+16,891
61
$421K 0.28%
6,213
-120
62
$410K 0.27%
6,642
-548
63
$404K 0.26%
1,085
-20
64
$376K 0.25%
2,509
-359
65
$375K 0.25%
1,073
-164
66
$367K 0.24%
1,754
-514
67
$362K 0.24%
778
+73
68
$353K 0.23%
2,108
-442
69
$343K 0.23%
2,365
-375
70
$331K 0.22%
5,419
-292
71
$310K 0.2%
+6,240
72
$290K 0.19%
2,435
-65
73
$288K 0.19%
6,300
-36
74
$286K 0.19%
1,657
+54
75
$285K 0.19%
2,549
-73
1 2
3
4 5