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
$158M
AUM Growth
+$146K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$295K
3
+$263K
4
ACN icon
Accenture
ACN
+$220K
5
DHI icon
D.R. Horton
DHI
+$211K

Top Sells

1
+$1.1M
2
+$877K
3
+$654K
4
PEBO icon
Peoples Bancorp
PEBO
+$467K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$433K

Sector Composition

1 Financials 25.1%
2 Technology 4.31%
3 Consumer Staples 3.87%
4 Energy 3.81%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.21%
2,136
-143
77
$325K 0.21%
9,775
-150
78
$317K 0.2%
5,189
-25
79
$315K 0.2%
1,541
+214
80
$314K 0.2%
2,482
-203
81
$301K 0.19%
2,900
-40
82
$292K 0.18%
1,686
+246
83
$289K 0.18%
5,807
-135
84
$275K 0.17%
6,684
+160
85
$259K 0.16%
5,465
+434
86
$257K 0.16%
5,184
-240
87
$249K 0.16%
5,900
+173
88
$243K 0.15%
2,500
89
$233K 0.15%
1,200
-75
90
$221K 0.14%
1,525
-120
91
$221K 0.14%
1,705
+50
92
$220K 0.14%
+1,191
93
$219K 0.14%
4,998
-60
94
$218K 0.14%
1,652
-26
95
$213K 0.13%
5,940
-24
96
$213K 0.13%
1,672
-200
97
$211K 0.13%
+4,895
98
$206K 0.13%
+1,044
99
$205K 0.13%
+2,537
100
– –
-3,655
1 2 3
4
5