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
$152M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$424K
3
+$310K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$256K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$174K

Top Sells

1
+$1.79M
2
+$1.44M
3
+$1.28M
4
FI icon
Fiserv
FI
+$920K
5
NVDA icon
NVIDIA
NVDA
+$808K

Sector Composition

1 Financials 14.53%
2 Technology 7.3%
3 Energy 4.65%
4 Consumer Discretionary 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.18%
2,614
-1,064
77
$270K 0.18%
1,926
-28
78
$266K 0.17%
1,332
+228
79
$263K 0.17%
931
-172
80
$257K 0.17%
1,938
-220
81
$256K 0.17%
+5,104
82
$256K 0.17%
7,567
83
$249K 0.16%
3,508
-1,569
84
$244K 0.16%
7,044
85
$241K 0.16%
258
-27
86
$237K 0.16%
3,000
87
$233K 0.15%
3,248
-1,248
88
$232K 0.15%
875
89
$231K 0.15%
2,110
90
$229K 0.15%
9,094
91
$227K 0.15%
615
92
$223K 0.15%
1,055
-29
93
$221K 0.14%
9,832
94
$213K 0.14%
2,431
-90
95
– –
-1,325
96
– –
-1,868
97
– –
-2,379
98
– –
-3,917
99
– –
-43,366
100
– –
-2,611
1 2 3
4
5