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
$196M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$347K
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
CLX icon
Clorox
CLX
+$216K

Top Sells

1
+$699K
2
+$532K
3
+$511K
4
OEF icon
iShares S&P 100 ETF
OEF
+$359K
5
CVS icon
CVS Health
CVS
+$315K

Sector Composition

1 Financials 12.81%
2 Technology 11.23%
3 Healthcare 4.5%
4 Consumer Discretionary 3.96%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.14%
6,446
102
$267K 0.14%
3,303
-381
103
$266K 0.14%
2,569
104
$264K 0.14%
1,227
105
$264K 0.13%
2,957
106
$261K 0.13%
7,044
107
$260K 0.13%
1,492
-19
108
$260K 0.13%
1,259
+40
109
$260K 0.13%
2,138
110
$250K 0.13%
953
111
$247K 0.13%
391
-23
112
$238K 0.12%
7,567
113
$234K 0.12%
9,094
-4,018
114
$228K 0.12%
3,635
115
$226K 0.12%
3,169
+5
116
$222K 0.11%
2,164
-1,127
117
$220K 0.11%
2,296
118
$216K 0.11%
+1,325
119
$213K 0.11%
2,080
-627
120
$209K 0.11%
631
-50
121
$207K 0.11%
1,676
-768
122
$205K 0.1%
+930
123
$204K 0.1%
+630
124
$203K 0.1%
2,118
-189
125
$137K 0.07%
13,017
2 3 4
5
6