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
$153M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$509K
3
+$329K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K
5
DRI icon
Darden Restaurants
DRI
+$222K

Top Sells

1
+$896K
2
+$571K
3
+$550K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$468K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$384K

Sector Composition

1 Financials 12.52%
2 Technology 8.95%
3 Energy 5.67%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.22%
7,397
+157
77
$317K 0.21%
1,993
+22
78
$313K 0.2%
711
79
$308K 0.2%
1,337
-15
80
$301K 0.2%
3,836
-150
81
$293K 0.19%
7,567
82
$291K 0.19%
2,420
-136
83
$291K 0.19%
+5,834
84
$284K 0.19%
1,413
-292
85
$283K 0.18%
1,332
+171
86
$282K 0.18%
2,175
87
$278K 0.18%
4,419
-28
88
$261K 0.17%
701
-41
89
$259K 0.17%
7,817
-311
90
$251K 0.16%
1,095
+2
91
$246K 0.16%
923
-15
92
$239K 0.16%
2,580
-40
93
$239K 0.16%
468
+22
94
$231K 0.15%
3,624
95
$230K 0.15%
5,184
-175
96
$228K 0.15%
3,980
-1,630
97
$223K 0.15%
969
98
$222K 0.15%
+1,550
99
$220K 0.14%
3,468
-497
100
$218K 0.14%
1,886
1 2 3
4
5