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
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$648K
3
+$389K
4
DVY icon
iShares Select Dividend ETF
DVY
+$167K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$159K

Top Sells

1
+$3.03M
2
+$446K
3
+$367K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$329K
5
IYW icon
iShares US Technology ETF
IYW
+$267K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.15%
5,446
102
$217K 0.15%
3,579
103
$216K 0.14%
7,567
104
$216K 0.14%
2,640
-150
105
$216K 0.14%
1,055
106
$212K 0.14%
1,888
-220
107
$209K 0.14%
2,507
+204
108
$204K 0.14%
3,975
-158
109
– –
-7,170
110
– –
-7,639
111
– –
-625
112
– –
-834
113
– –
-1,058
114
– –
-4,351
115
– –
-4,660
116
– –
-1,500
117
– –
-1,000
118
– –
-1,110
119
– –
-2,248
120
– –
-4,614
121
– –
-7,267
122
– –
-7,103
123
– –
-9,406
124
– –
-3,343
125
– –
-471
2 3 4
5
6