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
$161M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$260K
3
+$227K
4
TJX icon
TJX Companies
TJX
+$204K
5
TRV icon
Travelers Companies
TRV
+$200K

Top Sells

1
+$2.14M
2
+$952K
3
+$734K
4
TSM icon
TSMC
TSM
+$430K
5
NVDA icon
NVIDIA
NVDA
+$418K

Sector Composition

1 Financials 12.67%
2 Technology 9.78%
3 Energy 4.17%
4 Consumer Discretionary 3.81%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
76
Bristol-Myers Squibb
BMY
$125B
$273K 0.17%
5,069
+250
BP icon
77
BP
BP
$99.5B
$268K 0.17%
7,717
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$259K 0.16%
+3,252
NEE icon
79
NextEra Energy
NEE
$193B
$255K 0.16%
3,178
+11
IWM icon
80
iShares Russell 2000 ETF
IWM
$73.4B
$249K 0.15%
1,011
-1
CME icon
81
CME Group
CME
$117B
$244K 0.15%
893
+18
PRU icon
82
Prudential Financial
PRU
$34.4B
$244K 0.15%
2,159
+30
GPC icon
83
Genuine Parts
GPC
$16B
$241K 0.15%
1,960
MUB icon
84
iShares National Muni Bond ETF
MUB
$42.8B
$239K 0.15%
2,227
KO icon
85
Coca-Cola
KO
$341B
$235K 0.15%
3,362
+73
UNH icon
86
UnitedHealth
UNH
$262B
$235K 0.15%
711
+45
CAT icon
87
Caterpillar
CAT
$336B
$234K 0.15%
+409
GEHC icon
88
GE HealthCare
GEHC
$35.6B
$229K 0.14%
2,797
-12
UBSI icon
89
United Bankshares
UBSI
$5.77B
$220K 0.14%
5,735
-1,309
COP icon
90
ConocoPhillips
COP
$145B
$217K 0.13%
2,316
-134
HON icon
91
Honeywell
HON
$155B
$214K 0.13%
1,096
+18
PPG icon
92
PPG Industries
PPG
$26.4B
$214K 0.13%
2,085
+25
TJX icon
93
TJX Companies
TJX
$177B
$212K 0.13%
+1,379
BSV icon
94
Vanguard Short-Term Bond ETF
BSV
$43.4B
$212K 0.13%
2,685
TRV icon
95
Travelers Companies
TRV
$67.2B
$207K 0.13%
+712
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$85.3B
$200K 0.12%
+7,301
JBS
97
JBS N.V.
JBS
$17.9B
$180K 0.11%
12,500
FISV
98
Fiserv Inc
FISV
$33.8B
– –
-2,250
JPIE icon
99
JPMorgan Income ETF
JPIE
$8.13B
– –
-46,077
NFLX icon
100
Netflix
NFLX
$413B
– –
-2,140
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