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
$156M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$233K
3
+$230K
4
NEE icon
NextEra Energy
NEE
+$225K
5
DIS icon
Walt Disney
DIS
+$80.1K

Top Sells

1
+$1.43M
2
+$896K
3
+$662K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$345K

Sector Composition

1 Financials 25.1%
2 Technology 4.62%
3 Energy 3.66%
4 Consumer Staples 3.54%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$304K 0.2%
7,992
-234
77
$289K 0.19%
2,900
78
$287K 0.18%
5,039
-150
79
$284K 0.18%
1,652
-34
80
$282K 0.18%
2,200
-282
81
$272K 0.17%
2,500
82
$268K 0.17%
5,682
-125
83
$264K 0.17%
5,184
84
$257K 0.17%
9,000
-775
85
$254K 0.16%
1,200
86
$251K 0.16%
7,342
+658
87
$248K 0.16%
5,494
-406
88
$244K 0.16%
1,269
+78
89
$233K 0.15%
+9,050
90
$230K 0.15%
1,652
91
$225K 0.14%
+3,852
92
$224K 0.14%
1,705
93
$224K 0.14%
5,465
94
$221K 0.14%
1,068
+24
95
$216K 0.14%
5,066
+68
96
$215K 0.14%
5,940
97
$214K 0.14%
1,672
98
$207K 0.13%
1,507
-18
99
$203K 0.13%
2,503
-34
100
– –
-4,895
1 2 3
4
5