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
$159M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$531K
2
+$451K
3
+$383K
4
CHTR icon
Charter Communications
CHTR
+$356K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$321K

Top Sells

1
+$846K
2
+$668K
3
+$482K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$446K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$396K

Sector Composition

1 Financials 19.45%
2 Consumer Staples 4.51%
3 Energy 4.07%
4 Healthcare 3.14%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 17.22%
1,257,753
+8,627
2
$12.2M 7.69%
58,160
-1,753
3
$10M 6.31%
336,135
-13,270
4
$8.12M 5.1%
100,392
-10,470
5
$7.06M 4.44%
83,750
+457
6
$5.53M 3.48%
189,828
-15,296
7
$5.51M 3.46%
103,864
-9,078
8
$5.43M 3.41%
60,697
+5,939
9
$5.24M 3.29%
25,006
-32
10
$5.01M 3.15%
59,190
-2,631
11
$4.77M 3%
82,048
-5,902
12
$4.71M 2.96%
90,838
+6,187
13
$4.36M 2.74%
103,576
-7,928
14
$3.5M 2.2%
29,978
-252
15
$3.11M 1.95%
29,679
-65
16
$2.91M 1.83%
34,717
-1,904
17
$2.22M 1.4%
23,712
+1,612
18
$1.92M 1.2%
58,678
+3,029
19
$1.85M 1.16%
25,896
+1,032
20
$1.79M 1.12%
32,071
-3,823
21
$1.68M 1.06%
19,866
-1,239
22
$1.52M 0.96%
30,815
+9,120
23
$1.41M 0.89%
37,569
-250
24
$1.15M 0.72%
9,481
+60
25
$1.15M 0.72%
47,996
-320
1
2 3 4 5