PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
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
126
$217K 0.11%
2,138
-490
127
$214K 0.11%
+681
128
$213K 0.11%
+2,881
129
$212K 0.11%
2,307
+130
130
$209K 0.11%
414
-10
131
$209K 0.11%
3,164
132
$204K 0.11%
2,839
133
$201K 0.1%
+2,296
134
$163K 0.08%
13,017
135
– –
-48,775
136
– –
-711
137
– –
-1,325
138
– –
-1,426
139
– –
-5,595
140
– –
-2,832
141
– –
-1,852
2 3 4 5
6