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
$170M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$265K
2
+$236K
3
+$227K
4
OMC icon
Omnicom Group
OMC
+$222K
5
DFS
Discover Financial Services
DFS
+$219K

Top Sells

1
+$719K
2
+$509K
3
+$349K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$312K
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K

Sector Composition

1 Financials 14.82%
2 Technology 9.04%
3 Healthcare 4.64%
4 Energy 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.13%
5,184
102
$227K 0.13%
+280
103
$225K 0.13%
782
104
$225K 0.13%
1,886
105
$222K 0.13%
+2,569
106
$219K 0.13%
+1,947
107
$219K 0.13%
+1,511
108
$216K 0.13%
7,507
-310
109
$216K 0.13%
+2,447
110
$213K 0.12%
+3,476
111
$212K 0.12%
+2,639
112
$211K 0.12%
+813
113
$211K 0.12%
+809
114
$210K 0.12%
+4,042
115
$205K 0.12%
+2,177
116
$203K 0.12%
+448
117
$203K 0.12%
+2,839
118
$202K 0.12%
+1,240
119
$201K 0.12%
+2,393
120
– –
-5,834
121
– –
-4,960
122
– –
-1,095
123
– –
-3,724
1 2 3 4
5