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
$173M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$562K
3
+$218K
4
OEF icon
iShares S&P 100 ETF
OEF
+$215K
5
CMCSA icon
Comcast
CMCSA
+$215K

Top Sells

1
+$1.01M
2
+$616K
3
+$453K
4
PG icon
Procter & Gamble
PG
+$436K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$230K

Sector Composition

1 Financials 25.82%
2 Energy 4.24%
3 Technology 3.92%
4 Consumer Staples 3.07%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.21%
6,180
77
$353K 0.2%
1,503
+14
78
$307K 0.18%
2,813
-250
79
$305K 0.18%
3,225
-70
80
$303K 0.17%
2,592
81
$302K 0.17%
6,224
82
$302K 0.17%
2,214
83
$298K 0.17%
10,245
-125
84
$274K 0.16%
2,750
-205
85
$271K 0.16%
1,689
86
$270K 0.16%
2,720
-200
87
$268K 0.15%
1,852
88
$265K 0.15%
2,752
-57
89
$265K 0.15%
5,698
-100
90
$253K 0.15%
5,480
91
$251K 0.14%
5,984
+456
92
$241K 0.14%
2,900
-1,700
93
$237K 0.14%
1,872
94
$236K 0.14%
2,400
-150
95
$229K 0.13%
2,740
-200
96
$229K 0.13%
1,295
+45
97
$222K 0.13%
1,305
-10
98
$221K 0.13%
6,354
-528
99
$218K 0.13%
+2,974
100
$217K 0.13%
2,708
-600
1 2 3
4
5