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
$163M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$746K
3
+$611K
4
TFC icon
Truist Financial
TFC
+$388K
5
AMAT icon
Applied Materials
AMAT
+$255K

Top Sells

1
+$1.45M
2
+$997K
3
+$726K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$497K
5
STI
SunTrust Banks, Inc.
STI
+$378K

Sector Composition

1 Financials 25.05%
2 Technology 5.19%
3 Energy 3.55%
4 Consumer Staples 3.3%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.19%
5,184
77
$287K 0.18%
2,109
-91
78
$286K 0.18%
5,617
-65
79
$284K 0.17%
2,500
80
$279K 0.17%
7,494
+152
81
$275K 0.17%
7,292
-700
82
$275K 0.17%
1,305
+36
83
$274K 0.17%
9,450
+400
84
$269K 0.17%
5,393
-72
85
$267K 0.16%
5,228
+162
86
$261K 0.16%
8,975
-25
87
$255K 0.16%
+4,183
88
$250K 0.15%
5,561
+67
89
$246K 0.15%
1,705
90
$240K 0.15%
5,940
91
$240K 0.15%
1,760
+88
92
$231K 0.14%
1,150
-50
93
$222K 0.14%
1,507
94
$218K 0.13%
3,604
-248
95
$207K 0.13%
1,615
-37
96
– –
-8,687
97
– –
-1,068
98
– –
-4,030
99
– –
-2,503
100
– –
-5,495
1 2 3
4