PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$315K
3
+$305K
4
QCOM icon
Qualcomm
QCOM
+$292K
5
ABBV icon
AbbVie
ABBV
+$253K

Top Sells

1
+$1,000K
2
+$776K
3
+$459K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
MMM icon
3M
MMM
+$230K

Sector Composition

1 Financials 17.15%
2 Technology 8.12%
3 Consumer Discretionary 4.76%
4 Healthcare 3.84%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$419K 0.22%
716
+38
77
$419K 0.22%
7,912
+27
78
$412K 0.22%
3,322
+893
79
$401K 0.21%
8,400
+2,690
80
$401K 0.21%
2,862
+843
81
$394K 0.21%
4,365
+150
82
$387K 0.2%
4,056
+652
83
$381K 0.2%
1,411
+56
84
$374K 0.2%
5,562
-186
85
$365K 0.19%
4,377
+1,500
86
$362K 0.19%
1,940
+362
87
$356K 0.19%
1,209
-196
88
$348K 0.18%
6,200
+260
89
$343K 0.18%
+3,343
90
$334K 0.18%
8,725
91
$334K 0.18%
1,705
92
$333K 0.17%
3,343
93
$320K 0.17%
1,312
+507
94
$320K 0.17%
8,768
-619
95
$318K 0.17%
8,112
-335
96
$315K 0.17%
+3,757
97
$305K 0.16%
+1,588
98
$300K 0.16%
7,345
99
$292K 0.15%
+2,040
100
$289K 0.15%
705
+20
1 2 3
4
5