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
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$648K
3
+$389K
4
DVY icon
iShares Select Dividend ETF
DVY
+$167K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$159K

Top Sells

1
+$3.03M
2
+$446K
3
+$367K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$329K
5
IYW icon
iShares US Technology ETF
IYW
+$267K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.23%
7,775
-550
77
$334K 0.22%
4,138
+280
78
$328K 0.22%
2,447
-141
79
$326K 0.22%
3,799
80
$324K 0.22%
2,096
81
$304K 0.2%
7,596
-25
82
$304K 0.2%
2,618
-4
83
$301K 0.2%
2,945
-50
84
$296K 0.2%
1,463
85
$279K 0.19%
3,754
-150
86
$278K 0.19%
7,777
-347
87
$277K 0.19%
1,705
88
$271K 0.18%
4,020
-450
89
$270K 0.18%
1,051
-136
90
$265K 0.18%
2,395
-20
91
$258K 0.17%
2,660
-20
92
$254K 0.17%
1,432
-105
93
$252K 0.17%
1,175
94
$239K 0.16%
1,449
-72
95
$237K 0.16%
431
+19
96
$231K 0.15%
6,721
+241
97
$225K 0.15%
9,332
98
$224K 0.15%
3,650
-12
99
$221K 0.15%
728
-96
100
$220K 0.15%
18,180
-1,030
2 3
4
5 6