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
$170M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$871K
3
+$292K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
CTAS icon
Cintas
CTAS
+$261K

Top Sells

1
+$953K
2
+$685K
3
+$224K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$150K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$134K

Sector Composition

1 Financials 17.86%
2 Technology 7.65%
3 Consumer Discretionary 4.69%
4 Consumer Staples 3.41%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.19%
24,640
+2,040
77
$322K 0.19%
6,719
-278
78
$318K 0.19%
2,786
-1,140
79
$308K 0.18%
6,190
-875
80
$305K 0.18%
608
+53
81
$294K 0.17%
7,997
+94
82
$293K 0.17%
2,915
83
$293K 0.17%
1,705
84
$292K 0.17%
+9,016
85
$290K 0.17%
4,215
+15
86
$284K 0.17%
8,950
-700
87
$269K 0.16%
2,300
-135
88
$264K 0.16%
7,345
-155
89
$261K 0.15%
+2,952
90
$260K 0.15%
1,836
91
$254K 0.15%
1,192
-25
92
$251K 0.15%
3,502
-95
93
$246K 0.14%
1,005
+66
94
$244K 0.14%
743
-157
95
$241K 0.14%
1,458
+118
96
$231K 0.14%
+3,200
97
$230K 0.14%
2,328
-88
98
$216K 0.13%
+2,361
99
$212K 0.12%
+4,053
100
$211K 0.12%
+1,447
1 2 3
4
5