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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.15%
5,700
-675
102
$286K 0.14%
2,061
103
$281K 0.14%
4,660
-3,228
104
$274K 0.14%
+9,332
105
$273K 0.13%
7,320
-25
106
$271K 0.13%
6,265
107
$266K 0.13%
+2,477
108
$264K 0.13%
1,515
-1,113
109
$264K 0.13%
3,645
110
$258K 0.13%
3,879
+225
111
$257K 0.13%
5,665
112
$245K 0.12%
+1,224
113
$243K 0.12%
2,815
-275
114
$240K 0.12%
12,917
-4,970
115
$234K 0.12%
1,124
-48
116
$231K 0.11%
956
117
$228K 0.11%
+1,000
118
$228K 0.11%
3,843
-300
119
$226K 0.11%
741
120
$224K 0.11%
+1,644
121
$223K 0.11%
+733
122
$221K 0.11%
+1,705
123
$220K 0.11%
1,095
-47
124
$220K 0.11%
7,047
125
$214K 0.11%
4,523
+250
2 3 4
5
6