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
$159M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$451K
3
+$383K
4
CHTR icon
Charter Communications
CHTR
+$356K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$321K

Top Sells

1
+$846K
2
+$668K
3
+$482K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$396K

Sector Composition

1 Financials 19.45%
2 Consumer Staples 4.51%
3 Energy 4.07%
4 Healthcare 3.14%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.18%
2,605
77
$280K 0.18%
6,825
78
$277K 0.17%
2,110
79
$277K 0.17%
3,890
80
$277K 0.17%
+2,425
81
$268K 0.17%
2,672
82
$265K 0.17%
1,812
-60
83
$262K 0.16%
6,005
-4,478
84
$260K 0.16%
1,989
-1,115
85
$256K 0.16%
8,900
+850
86
$248K 0.16%
13,554
-8,460
87
$241K 0.15%
2,787
-25
88
$238K 0.15%
3,441
89
$238K 0.15%
6,000
90
$236K 0.15%
2,985
91
$233K 0.15%
26,778
+750
92
$230K 0.14%
4,270
-50
93
$226K 0.14%
3,980
94
$224K 0.14%
8,512
-1,548
95
$203K 0.13%
+4,725
96
$167K 0.1%
+6,551
97
$112K 0.07%
10,000
98
– –
-4,330
99
– –
-2,474
100
– –
-3,930
1 2 3
4
5