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
$170M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$213K
3 +$203K
4
PEBO icon
Peoples Bancorp
PEBO
+$198K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$101K

Top Sells

1 +$4.82M
2 +$1.46M
3 +$1.15M
4
NVDA icon
NVIDIA
NVDA
+$970K
5
MSFT icon
Microsoft
MSFT
+$890K

Sector Composition

1 Financials 14.22%
2 Technology 10.35%
3 Energy 3.96%
4 Consumer Discretionary 3.61%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,270
127
-2,284