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
$153M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$509K
3
+$329K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K
5
DRI icon
Darden Restaurants
DRI
+$222K

Top Sells

1
+$896K
2
+$571K
3
+$550K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$468K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$384K

Sector Composition

1 Financials 12.52%
2 Technology 8.95%
3 Energy 5.67%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.14%
+782
102
$207K 0.14%
6,398
103
$207K 0.14%
+995
104
$205K 0.13%
1,954
105
$204K 0.13%
1,104
+4
106
$203K 0.13%
+5,720
107
– –
-4,424
108
– –
-1,400
109
– –
-4,710
110
– –
-1,947
111
– –
-2,105
112
– –
-14,443
113
– –
-1,210
114
– –
-6,559
115
– –
-14,598
116
– –
-445
117
– –
-2,345
118
– –
-2,560
119
– –
-2,518
120
– –
-9,079
121
– –
-7,044
122
– –
-8,779
1 2 3 4
5