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
$142M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$354K
3
+$337K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$333K
5
PYPL icon
PayPal
PYPL
+$277K

Top Sells

1
+$1.75M
2
+$345K
3
+$213K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$156K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$145K

Sector Composition

1 Financials 16.56%
2 Technology 7.12%
3 Consumer Discretionary 4.45%
4 Consumer Staples 3.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.2%
+1,589
77
$275K 0.19%
5,916
-42
78
$262K 0.18%
+5,418
79
$259K 0.18%
+1,206
80
$254K 0.18%
8,187
+280
81
$253K 0.18%
1,768
-200
82
$253K 0.18%
+2,915
83
$252K 0.18%
+4,173
84
$252K 0.18%
+1,400
85
$249K 0.18%
9,016
-250
86
$243K 0.17%
1,705
87
$230K 0.16%
+780
88
$229K 0.16%
+526
89
$228K 0.16%
+8,775
90
$224K 0.16%
+3,455
91
$222K 0.16%
+4,000
92
$207K 0.15%
+6,960
93
– –
-10,003
1 2 3
4