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
$162M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$267K
3
+$206K
4
PX
Praxair Inc
PX
+$204K
5
META icon
Meta Platforms (Facebook)
META
+$110K

Top Sells

1
+$549K
2
+$495K
3
+$324K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$320K
5
IHS
IHS INC CL-A COM STK
IHS
+$296K

Sector Composition

1 Financials 21.15%
2 Consumer Staples 4.4%
3 Energy 3.88%
4 Technology 2.85%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.4M 18.79%
1,235,430
-22,323
2
$12.4M 7.69%
57,127
-1,033
3
$10.2M 6.32%
330,435
-5,700
4
$7.9M 4.89%
98,101
-2,291
5
$6.92M 4.28%
82,286
-1,464
6
$5.71M 3.53%
187,812
-2,016
7
$5.38M 3.33%
60,074
-623
8
$5.37M 3.32%
101,562
-2,302
9
$5.13M 3.17%
23,723
-1,283
10
$5.09M 3.15%
56,676
-2,514
11
$5.03M 3.11%
81,056
-992
12
$4.97M 3.07%
90,113
-725
13
$4.49M 2.78%
102,976
-600
14
$3.44M 2.13%
28,556
-1,422
15
$3.05M 1.89%
29,654
-25
16
$2.83M 1.75%
33,589
-1,128
17
$2.09M 1.3%
23,992
+280
18
$1.85M 1.15%
25,684
-212
19
$1.8M 1.11%
30,407
-1,664
20
$1.69M 1.04%
19,348
-518
21
$1.65M 1.02%
53,892
-4,786
22
$1.41M 0.87%
37,319
-250
23
$1.39M 0.86%
27,945
-2,870
24
$1.38M 0.85%
108,034
25
$1.32M 0.81%
46,576
-1,420
1
2 3 4 5