PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$315K
3
+$305K
4
QCOM icon
Qualcomm
QCOM
+$292K
5
ABBV icon
AbbVie
ABBV
+$253K

Top Sells

1
+$1,000K
2
+$776K
3
+$459K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
MMM icon
3M
MMM
+$230K

Sector Composition

1 Financials 17.15%
2 Technology 8.12%
3 Consumer Discretionary 4.76%
4 Healthcare 3.84%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.15%
1,855
+29
102
$283K 0.15%
1,040
-22
103
$273K 0.14%
2,061
104
$271K 0.14%
4,760
+293
105
$268K 0.14%
3,140
-285
106
$257K 0.14%
1,172
107
$253K 0.13%
+2,246
108
$245K 0.13%
4,523
109
$231K 0.12%
+3,653
110
$228K 0.12%
+7,047
111
$227K 0.12%
1,945
+65
112
$221K 0.12%
+3,620
113
$218K 0.11%
1,025
114
$217K 0.11%
705
-15
115
$214K 0.11%
990
116
$208K 0.11%
3,774
-1,585
117
$207K 0.11%
+2,105
118
$205K 0.11%
+234
119
$204K 0.11%
+708
120
$201K 0.11%
+741
121
– –
-1,429
122
– –
-8,291
1 2 3 4
5