PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
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
+$929K
2
+$430K
3
+$276K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$239K

Top Sells

1
+$2.38M
2
+$1.46M
3
+$1.27M
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
– –
-8,975
89
– –
-2,920
90
– –
-1,615
91
– –
-1,760
92
– –
-5,617
93
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-1,507
94
– –
-5,393
95
– –
-5,228
96
– –
-2,354
97
– –
-6,952
1 2 3
4