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
$142M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$354K
3
+$337K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$333K
5
PYPL icon
PayPal
PYPL
+$277K

Top Sells

1
+$1.75M
2
+$345K
3
+$213K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$156K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$145K

Sector Composition

1 Financials 16.56%
2 Technology 7.12%
3 Consumer Discretionary 4.45%
4 Consumer Staples 3.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 14.27%
950,586
-2,424
2
$12.2M 8.63%
39,484
-231
3
$7.63M 5.39%
57,109
+2,523
4
$7.03M 4.96%
197,585
+4,525
5
$6.55M 4.62%
126,228
+260
6
$6.04M 4.26%
100,061
+1,033
7
$5.19M 3.66%
16,837
-75
8
$5.09M 3.59%
92,991
+2,383
9
$4.14M 2.92%
47,807
+2,515
10
$4.04M 2.85%
59,099
+1,282
11
$3.7M 2.61%
40,576
+92
12
$2.97M 2.1%
24,874
+160
13
$2.95M 2.08%
17,205
-910
14
$2.57M 1.81%
28,785
+1,037
15
$2.47M 1.74%
12,136
+157
16
$2.42M 1.71%
42,343
-30,567
17
$2.12M 1.5%
39,606
+78
18
$1.94M 1.37%
139,208
19
$1.74M 1.23%
22,108
+1,623
20
$1.64M 1.16%
5,873
-175
21
$1.61M 1.14%
17,669
+136
22
$1.45M 1.02%
37,325
+30,390
23
$1.39M 0.98%
10,100
+220
24
$1.24M 0.88%
13,194
+760
25
$1.22M 0.86%
22,466
-42
1
2 3 4