PBO
Peoples Bank (Ohio) Portfolio holdings
AUM $162M
This Quarter Return
-2.25%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$152M
AUM Growth
-$17.4M (-10%)
Cap. Flow
-$12.6M
Cap. Flow % of AUM
-8.27%
Top 10 Holdings %Top 10 Hldgs %
52.01%
Holding
101
New
4
Increased
7
Reduced
73
Closed
7
Top Buys
| 1 | $1.28M | |
| 2 | $424K | |
| 3 | $310K | |
| 4 | $256K | |
| 5 | $174K |
Top Sells
| 1 | $1.79M | |
| 2 | $1.44M | |
| 3 | $1.28M | |
| 4 | $920K | |
| 5 | $808K |
Sector Composition
| 1 | Financials | 14.53% |
| 2 | Technology | 7.3% |
| 3 | Energy | 4.65% |
| 4 | Consumer Discretionary | 3.77% |
| 5 | Consumer Staples | 3.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -1,868 | Closed | -$206K |
