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
$156M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$233K
3 +$230K
4
NEE icon
NextEra Energy
NEE
+$225K
5
DIS icon
Walt Disney
DIS
+$80.1K

Sector Composition

1 Financials 25.1%
2 Technology 4.62%
3 Energy 3.66%
4 Consumer Staples 3.54%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,047