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
$170M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$871K
3
+$292K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K
5
CTAS icon
Cintas
CTAS
+$261K

Top Sells

1
+$953K
2
+$685K
3
+$224K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$150K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$134K

Sector Composition

1 Financials 17.86%
2 Technology 7.65%
3 Consumer Discretionary 4.69%
4 Consumer Staples 3.41%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.12%
+3,823
102
$208K 0.12%
+1,726
103
$207K 0.12%
+4,720
104
$200K 0.12%
+735
1 2 3 4
5