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
$183M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$213K
3
+$212K
4
SLB icon
SLB Ltd
SLB
+$210K
5
DD icon
DuPont de Nemours
DD
+$162K

Top Sells

1
+$511K
2
+$409K
3
+$278K
4
STT icon
State Street
STT
+$276K
5
DIS icon
Walt Disney
DIS
+$222K

Sector Composition

1 Financials 24.19%
2 Energy 4%
3 Consumer Staples 3.55%
4 Technology 3.16%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.18%
3,870
77
$324K 0.18%
3,468
-225
78
$316K 0.17%
4,900
79
$314K 0.17%
3,741
-25
80
$300K 0.16%
6,238
-75
81
$298K 0.16%
2,214
+320
82
$294K 0.16%
8,728
83
$287K 0.16%
3,225
+75
84
$269K 0.15%
1,531
-12
85
$262K 0.14%
1,884
86
$257K 0.14%
9,930
-444
87
$249K 0.14%
4,985
-650
88
$247K 0.14%
3,243
-28
89
$237K 0.13%
5,280
90
$236K 0.13%
1,689
91
$233K 0.13%
6,224
92
$231K 0.13%
1,404
93
$217K 0.12%
5,648
-692
94
$216K 0.12%
2,034
95
$213K 0.12%
+1,630
96
$212K 0.12%
+1,565
97
$212K 0.12%
3,341
-200
98
$210K 0.11%
+3,013
99
$206K 0.11%
1,855
-160
100
$126K 0.07%
5,103
1 2 3
4
5