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
$159M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$451K
3 +$383K
4
CHTR icon
Charter Communications
CHTR
+$356K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$321K

Top Sells

1 +$846K
2 +$668K
3 +$482K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$396K

Sector Composition

1 Financials 19.45%
2 Consumer Staples 4.51%
3 Energy 4.07%
4 Healthcare 3.14%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,585
102
-9,147
103
-3,266