PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$899K
3
+$641K
4
MU icon
Micron Technology
MU
+$615K
5
TSM icon
TSMC
TSM
+$587K

Top Sells

1
+$1.72M
2
+$613K
3
+$598K
4
UNH icon
UnitedHealth
UNH
+$433K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$424K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.37%
18,578
-250
52
$576K 0.36%
739
-28
53
$573K 0.35%
2,570
-110
54
$540K 0.33%
1,959
-149
55
$529K 0.33%
1,245
-1
56
$518K 0.32%
7,472
+830
57
$474K 0.29%
3,675
58
$457K 0.28%
2,461
+707
59
$436K 0.27%
2,531
-74
60
$435K 0.27%
3,195
-75
61
$433K 0.27%
6,033
-180
62
$421K 0.26%
2,300
-65
63
$413K 0.26%
1,045
-40
64
$399K 0.25%
1,123
-87
65
$389K 0.24%
2,544
-108
66
$387K 0.24%
1,273
-392
67
$358K 0.22%
1,044
-29
68
$355K 0.22%
757
-21
69
$341K 0.21%
2,586
+77
70
$334K 0.21%
1,926
71
$318K 0.2%
6,050
-250
72
$304K 0.19%
2,270
-310
73
$304K 0.19%
11,459
-66,038
74
$296K 0.18%
6,041
-199
75
$282K 0.17%
1,933
-5
1 2
3
4