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
$196M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$347K
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
CLX icon
Clorox
CLX
+$216K

Top Sells

1
+$699K
2
+$532K
3
+$511K
4
OEF icon
iShares S&P 100 ETF
OEF
+$359K
5
CVS icon
CVS Health
CVS
+$315K

Sector Composition

1 Financials 12.81%
2 Technology 11.23%
3 Healthcare 4.5%
4 Consumer Discretionary 3.96%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.2%
861
+214
77
$381K 0.19%
6,657
-400
78
$377K 0.19%
3,928
-12
79
$374K 0.19%
2,675
-100
80
$368K 0.19%
1,299
81
$359K 0.18%
614
-51
82
$354K 0.18%
3,936
83
$336K 0.17%
705
-50
84
$328K 0.17%
462
-4
85
$320K 0.16%
993
-158
86
$320K 0.16%
3,039
-210
87
$312K 0.16%
329
-2
88
$306K 0.16%
2,599
89
$299K 0.15%
1,757
-138
90
$297K 0.15%
1,270
-560
91
$296K 0.15%
1,954
92
$291K 0.15%
3,531
-1,363
93
$289K 0.15%
6,403
+190
94
$288K 0.15%
1,135
-13
95
$288K 0.15%
1,035
-100
96
$287K 0.15%
5,546
97
$281K 0.14%
2,125
98
$279K 0.14%
862
-351
99
$276K 0.14%
2,278
100
$272K 0.14%
1,938
+123
2 3
4
5 6