PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$162M
This Quarter Return
+4.65%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+1.6%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
58.48%
Holding
101
New
4
Increased
14
Reduced
61
Closed
6
Top Buys
| 1 |
Truist Financial
TFC
|
$340K |
| 2 |
Boeing
BA
|
$267K |
| 3 |
Morgan Stanley
MS
|
$206K |
| 4 |
PX
Praxair Inc
PX
|
$204K |
| 5 |
Meta Platforms (Facebook)
META
|
$110K |
Top Sells
Sector Composition
| 1 | Financials | 21.15% |
| 2 | Consumer Staples | 4.4% |
| 3 | Energy | 3.88% |
| 4 | Technology | 2.85% |
| 5 | Healthcare | 2.83% |