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
$193M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.12M
3
+$703K
4
MSFT icon
Microsoft
MSFT
+$657K
5
NVDA icon
NVIDIA
NVDA
+$635K

Top Sells

1
+$1.06M
2
+$905K
3
+$810K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Sector Composition

1 Financials 13.33%
2 Technology 11.05%
3 Healthcare 4.65%
4 Energy 4.17%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.14%
1,100
+77
102
$263K 0.14%
+647
103
$263K 0.14%
+2,707
104
$261K 0.14%
2,599
105
$261K 0.14%
331
+15
106
$260K 0.14%
1,219
107
$252K 0.13%
6,446
+1,262
108
$249K 0.13%
+3,684
109
$246K 0.13%
+2,135
110
$242K 0.13%
1,511
-15
111
$242K 0.13%
4,042
112
$241K 0.13%
6,213
-40
113
$238K 0.12%
1,148
-32
114
$238K 0.12%
+6,791
115
$237K 0.12%
1,815
116
$231K 0.12%
3,635
117
$230K 0.12%
2,569
118
$230K 0.12%
5,546
-750
119
$229K 0.12%
2,278
-115
120
$229K 0.12%
7,044
121
$226K 0.12%
953
122
$224K 0.12%
+4,961
123
$224K 0.12%
1,227
124
$221K 0.11%
+2,312
125
$218K 0.11%
2,957
-494
2 3 4
5
6