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
$170M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$236K
3
+$227K
4
OMC icon
Omnicom Group
OMC
+$222K
5
DFS
Discover Financial Services
DFS
+$219K

Top Sells

1
+$719K
2
+$509K
3
+$349K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$312K
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K

Sector Composition

1 Financials 14.82%
2 Technology 9.04%
3 Healthcare 4.64%
4 Energy 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.19%
6,399
77
$325K 0.19%
2,175
78
$316K 0.19%
3,836
79
$316K 0.19%
1,413
80
$311K 0.18%
1,345
-719
81
$308K 0.18%
1,299
-33
82
$288K 0.17%
701
83
$287K 0.17%
5,720
84
$282K 0.17%
4,261
-158
85
$279K 0.16%
921
-2
86
$276K 0.16%
711
87
$271K 0.16%
3,624
88
$268K 0.16%
7,567
89
$265K 0.16%
+7,044
90
$254K 0.15%
969
91
$244K 0.14%
3,468
92
$243K 0.14%
2,580
93
$241K 0.14%
6,388
-10
94
$240K 0.14%
1,954
95
$238K 0.14%
399
-69
96
$237K 0.14%
3,897
-83
97
$236K 0.14%
1,439
-111
98
$236K 0.14%
1,016
+21
99
$236K 0.14%
+3,164
100
$232K 0.14%
1,104
1 2 3
4
5