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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.1%
+834
127
$205K 0.1%
960
-30
128
$204K 0.1%
1,117
-960
129
$202K 0.1%
+635
130
– –
-1,335
131
– –
-3,733
132
– –
-4,088
133
– –
-1,246
2 3 4 5
6