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
$162M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$267K
3
+$206K
4
PX
Praxair Inc
PX
+$204K
5
META icon
Meta Platforms (Facebook)
META
+$110K

Top Sells

1
+$549K
2
+$495K
3
+$324K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$320K
5
IHS
IHS INC CL-A COM STK
IHS
+$296K

Sector Composition

1 Financials 21.15%
2 Consumer Staples 4.4%
3 Energy 3.88%
4 Technology 2.85%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.17%
13,554
77
$279K 0.17%
2,672
78
$272K 0.17%
26,778
79
$267K 0.17%
+2,030
80
$260K 0.16%
8,200
-700
81
$258K 0.16%
5,930
-75
82
$253K 0.16%
8,512
83
$248K 0.15%
3,890
84
$241K 0.15%
1,633
-179
85
$235K 0.15%
3,384
-1,117
86
$235K 0.15%
2,985
87
$232K 0.14%
2,687
-100
88
$218K 0.13%
3,441
89
$217K 0.13%
4,900
-1,100
90
$206K 0.13%
+6,413
91
$204K 0.13%
+1,689
92
$202K 0.13%
1,610
-500
93
$200K 0.12%
4,750
+25
94
$163K 0.1%
6,418
-133
95
$147K 0.09%
10,000
96
– –
-8,348
97
– –
-1,989
98
– –
-3,980
99
– –
-11,700
100
– –
-18,702
1 2 3
4
5