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
$178M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$683K
2
+$666K
3
+$632K
4
XOM icon
Exxon Mobil
XOM
+$625K
5
VHT icon
Vanguard Health Care ETF
VHT
+$440K

Top Sells

1
+$1.41M
2
+$750K
3
+$330K
4
GIS icon
General Mills
GIS
+$234K
5
ABBV icon
AbbVie
ABBV
+$225K

Sector Composition

1 Financials 24.22%
2 Energy 3.95%
3 Consumer Staples 3.86%
4 Technology 3.05%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.12%
3,150
-3,450
102
$200K 0.11%
+1,689
103
$123K 0.07%
5,103
-815
104
– –
-3,790
105
– –
-2,355
106
– –
-10,000
107
– –
-3,922
1 2 3 4
5