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
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$213K
3
+$203K
4
PEBO icon
Peoples Bancorp
PEBO
+$198K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$101K

Top Sells

1
+$4.82M
2
+$1.46M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$970K
5
MSFT icon
Microsoft
MSFT
+$890K

Sector Composition

1 Financials 14.22%
2 Technology 10.35%
3 Energy 3.96%
4 Consumer Discretionary 3.61%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.17%
2,500
-175
77
$288K 0.17%
2,611
-1,074
78
$280K 0.16%
4,496
-3,336
79
$271K 0.16%
1,603
+111
80
$265K 0.16%
7,044
81
$264K 0.16%
1,103
-32
82
$254K 0.15%
285
-177
83
$252K 0.15%
2,110
-15
84
$250K 0.15%
2,158
-120
85
$245K 0.14%
1,084
-175
86
$244K 0.14%
1,104
+174
87
$236K 0.14%
3,000
-3,277
88
$234K 0.14%
2,379
+299
89
$230K 0.14%
9,094
90
$228K 0.13%
2,521
-782
91
$224K 0.13%
7,567
92
$216K 0.13%
+9,832
93
$215K 0.13%
1,325
94
$211K 0.12%
615
-15
95
$206K 0.12%
1,868
-428
96
$203K 0.12%
+875
97
$203K 0.12%
885
-150
98
– –
-8,838
99
– –
-2,164
100
– –
-993
2 3
4
5 6