PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$899K
3
+$641K
4
MU icon
Micron Technology
MU
+$615K
5
TSM icon
TSMC
TSM
+$587K

Top Sells

1
+$1.72M
2
+$613K
3
+$598K
4
UNH icon
UnitedHealth
UNH
+$433K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$424K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.17%
1,557
-100
77
$274K 0.17%
2,549
78
$257K 0.16%
7,044
79
$254K 0.16%
2,602
+171
80
$251K 0.16%
615
81
$248K 0.15%
4,935
-169
82
$246K 0.15%
1,055
83
$242K 0.15%
3,000
84
$241K 0.15%
875
85
$237K 0.15%
1,950
-485
86
$233K 0.14%
3,298
+50
87
$232K 0.14%
9,094
88
$231K 0.14%
2,030
-80
89
$229K 0.14%
1,062
-270
90
$226K 0.14%
7,567
91
$223K 0.14%
4,819
-600
92
$220K 0.14%
3,175
-333
93
$220K 0.14%
2,450
-164
94
$215K 0.13%
804
-127
95
$211K 0.13%
+2,685
96
$208K 0.13%
+2,809
97
$183K 0.11%
+12,500
98
– –
-826
99
– –
-16,891
100
– –
-9,832
1 2 3
4