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
$173M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$562K
3
+$218K
4
OEF icon
iShares S&P 100 ETF
OEF
+$215K
5
CMCSA icon
Comcast
CMCSA
+$215K

Top Sells

1
+$1.01M
2
+$616K
3
+$453K
4
PG icon
Procter & Gamble
PG
+$436K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$230K

Sector Composition

1 Financials 25.82%
2 Energy 4.24%
3 Technology 3.92%
4 Consumer Staples 3.07%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.12%
+1,655
102
$215K 0.12%
+6,054
103
$203K 0.12%
+1,094
104
– –
-2,639
105
– –
-5,053
1 2 3 4
5