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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.23%
8,861
+21
77
$442K 0.22%
4,287
78
$435K 0.21%
+7,411
79
$433K 0.21%
2,515
-50
80
$424K 0.21%
7,168
-960
81
$419K 0.21%
2,223
+275
82
$407K 0.2%
5,562
83
$404K 0.2%
712
84
$403K 0.2%
2,599
-121
85
$393K 0.19%
429
86
$388K 0.19%
8,575
-150
87
$384K 0.19%
1,314
88
$384K 0.19%
3,343
89
$374K 0.18%
1,705
90
$360K 0.18%
3,318
-25
91
$353K 0.17%
2,642
-218
92
$346K 0.17%
6,868
-500
93
$341K 0.17%
3,297
-25
94
$333K 0.16%
1,537
-94
95
$319K 0.16%
675
96
$314K 0.15%
1,663
+25
97
$312K 0.15%
2,545
+600
98
$307K 0.15%
8,460
-20
99
$303K 0.15%
1,820
-75
100
$295K 0.15%
2,181
-55
2 3
4
5 6