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
$183M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$213K
3
+$212K
4
SLB icon
SLB Ltd
SLB
+$210K
5
DD icon
DuPont de Nemours
DD
+$162K

Top Sells

1
+$511K
2
+$409K
3
+$278K
4
STT icon
State Street
STT
+$276K
5
DIS icon
Walt Disney
DIS
+$222K

Sector Composition

1 Financials 24.19%
2 Energy 4%
3 Consumer Staples 3.55%
4 Technology 3.16%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,094
102
– –
-2,400
103
– –
-3,675
104
– –
-3,075
105
– –
-8,305
106
– –
-1,670
1 2 3 4
5