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
$121M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$446K
3
+$277K
4
AMZN icon
Amazon
AMZN
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K

Top Sells

1
+$1.77M
2
+$1.48M
3
+$1.25M
4
VFH icon
Vanguard Financials ETF
VFH
+$530K
5
BA icon
Boeing
BA
+$495K

Sector Composition

1 Financials 19.42%
2 Technology 5.88%
3 Consumer Staples 4.01%
4 Healthcare 3.02%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.18%
9,266
77
$210K 0.17%
5,958
+18
78
$205K 0.17%
+3,520
79
$202K 0.17%
1,705
80
– –
-1,305
81
– –
-4,183
82
– –
-1,519
83
– –
-7,292
84
– –
-5,561
85
– –
-1,150
86
– –
-4,939
87
– –
-3,690
88
– –
-1,507
89
– –
-8,975
90
– –
-2,920
91
– –
-1,615
92
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-1,760
93
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-5,617
94
– –
-5,393
95
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-5,228
96
– –
-2,354
97
– –
-6,952
1 2 3
4