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
$121M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$446K
3
+$277K
4
AMZN icon
Amazon
AMZN
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$208K

Top Sells

1
+$1.77M
2
+$1.48M
3
+$1.25M
4
VFH icon
Vanguard Financials ETF
VFH
+$530K
5
BA icon
Boeing
BA
+$495K

Sector Composition

1 Financials 19.42%
2 Technology 5.88%
3 Consumer Staples 4.01%
4 Healthcare 3.02%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 17.39%
953,010
-79,965
2
$10.3M 8.46%
39,715
-5
3
$7.28M 6%
54,586
+3,341
4
$5.55M 4.58%
193,060
+5,025
5
$5.44M 4.48%
99,028
+16,091
6
$5.2M 4.28%
125,968
+5,044
7
$4.74M 3.91%
90,608
-23,867
8
$4.36M 3.59%
16,912
-615
9
$3.92M 3.23%
45,292
-17,109
10
$3.64M 3%
72,910
+3,693
11
$3.24M 2.67%
57,817
+501
12
$2.72M 2.24%
24,714
+915
13
$2.57M 2.12%
40,484
+1,012
14
$2.56M 2.11%
18,115
-1,452
15
$2.01M 1.66%
27,748
+25
16
$1.89M 1.56%
11,979
+1,273
17
$1.71M 1.41%
39,528
+533
18
$1.45M 1.19%
20,485
+1,473
19
$1.4M 1.15%
17,533
+210
20
$1.28M 1.06%
6,048
-521
21
$1.23M 1.01%
22,508
-3,173
22
$1.12M 0.92%
12,434
+1,235
23
$1.02M 0.84%
19,871
-1,905
24
$963K 0.79%
9,880
+2,160
25
$954K 0.79%
10,048
-265
1
2 3 4