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
$193M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.12M
3
+$703K
4
MSFT icon
Microsoft
MSFT
+$657K
5
NVDA icon
NVIDIA
NVDA
+$635K

Top Sells

1
+$1.06M
2
+$905K
3
+$810K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Sector Composition

1 Financials 13.33%
2 Technology 11.05%
3 Healthcare 4.65%
4 Energy 4.17%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.2%
1,895
+384
77
$372K 0.19%
+1,830
78
$372K 0.19%
3,249
-103
79
$372K 0.19%
3,940
-2
80
$368K 0.19%
5,192
+1,441
81
$364K 0.19%
8,831
+2,293
82
$360K 0.19%
1,151
+369
83
$359K 0.19%
1,357
-56
84
$352K 0.18%
7,057
-135
85
$347K 0.18%
1,299
86
$344K 0.18%
4,894
+948
87
$336K 0.17%
+1,213
88
$331K 0.17%
755
89
$331K 0.17%
907
-10
90
$327K 0.17%
13,112
-998
91
$315K 0.16%
+5,342
92
$315K 0.16%
2,444
-3
93
$314K 0.16%
+4,660
94
$311K 0.16%
665
+143
95
$310K 0.16%
3,936
96
$294K 0.15%
1,954
97
$289K 0.15%
+3,291
98
$284K 0.15%
1,135
-155
99
$273K 0.14%
7,567
100
$268K 0.14%
2,125
-25
2 3
4
5 6