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
$175M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$221K
3 +$214K
4
AMZN icon
Amazon
AMZN
+$64.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.7K

Sector Composition

1 Financials 24.39%
2 Energy 4.3%
3 Consumer Staples 3.91%
4 Technology 3.5%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.12%
3,013
102
$128K 0.07%
5,103
103
-1,630