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
$178M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$683K
2
+$666K
3
+$632K
4
XOM icon
Exxon Mobil
XOM
+$625K
5
VHT icon
Vanguard Health Care ETF
VHT
+$440K

Top Sells

1
+$1.41M
2
+$750K
3
+$330K
4
GIS icon
General Mills
GIS
+$234K
5
ABBV icon
AbbVie
ABBV
+$225K

Sector Composition

1 Financials 24.22%
2 Energy 3.95%
3 Consumer Staples 3.86%
4 Technology 3.05%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.19%
3,970
77
$319K 0.18%
9,436
+184
78
$317K 0.18%
10,539
-188
79
$313K 0.18%
1,884
80
$309K 0.17%
3,766
+124
81
$299K 0.17%
+6,740
82
$281K 0.16%
5,635
+5
83
$270K 0.15%
6,313
84
$269K 0.15%
3,375
-925
85
$263K 0.15%
2,320
+322
86
$253K 0.14%
3,541
87
$248K 0.14%
3,271
88
$247K 0.14%
1,543
-60
89
$244K 0.14%
+4,900
90
$243K 0.14%
10,536
-918
91
$238K 0.13%
7,064
92
$238K 0.13%
+4,080
93
$236K 0.13%
6,281
+305
94
$236K 0.13%
1,404
+85
95
$235K 0.13%
3,013
-15
96
$224K 0.13%
5,280
-2,360
97
$222K 0.12%
+1,844
98
$219K 0.12%
4,750
99
$217K 0.12%
2,034
-45
100
$211K 0.12%
2,015
1 2 3
4
5