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
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$315K
3
+$305K
4
QCOM icon
Qualcomm
QCOM
+$292K
5
ABBV icon
AbbVie
ABBV
+$253K

Top Sells

1
+$1,000K
2
+$776K
3
+$459K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
MMM icon
3M
MMM
+$230K

Sector Composition

1 Financials 17.15%
2 Technology 8.12%
3 Consumer Discretionary 4.76%
4 Healthcare 3.84%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 13.09%
841,491
-33,747
2
$15.1M 7.94%
35,163
-1,804
3
$11M 5.78%
204,900
-5,040
4
$7.33M 3.85%
100,763
-2,219
5
$6.88M 3.61%
16,067
-420
6
$6.58M 3.45%
58,190
-1,217
7
$5.78M 3.03%
105,358
+929
8
$5.37M 2.82%
39,237
-887
9
$5.28M 2.77%
87,231
+595
10
$5.23M 2.75%
60,706
+810
11
$4.66M 2.45%
90,899
-3,169
12
$4.55M 2.39%
34,895
+382
13
$4.28M 2.25%
57,133
+2,533
14
$4.08M 2.15%
162,075
+6,774
15
$4.06M 2.13%
16,765
-165
16
$3.19M 1.68%
139,208
17
$3.03M 1.59%
28,960
+110
18
$3.01M 1.58%
11,122
-539
19
$2.86M 1.5%
21,207
-1,298
20
$2.78M 1.46%
35,029
-1,603
21
$2.26M 1.19%
14,517
+1,003
22
$2.14M 1.12%
41,563
-30
23
$1.82M 0.96%
10,600
+140
24
$1.72M 0.9%
19,497
+1,482
25
$1.5M 0.79%
4,321
+141
1
2 3 4 5