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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$680K
3
+$620K
4
GM icon
General Motors
GM
+$435K
5
ATSG
Air Transport Services Group
ATSG
+$274K

Top Sells

1
+$331K
2
+$299K
3
+$273K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$254K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$250K

Sector Composition

1 Financials 16.79%
2 Technology 8.57%
3 Healthcare 4.9%
4 Consumer Discretionary 4.5%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 12.88%
821,172
-484
2
$15.9M 7.86%
33,415
-693
3
$11.3M 5.56%
199,100
-3,750
4
$8.52M 4.2%
101,839
-2,989
5
$7.38M 3.64%
15,531
-534
6
$6.48M 3.2%
36,502
-1,305
7
$6.31M 3.11%
55,101
-1,639
8
$5.83M 2.88%
108,243
+3,025
9
$5.28M 2.6%
88,999
+1,418
10
$4.8M 2.37%
56,106
+1,230
11
$4.58M 2.26%
35,585
+493
12
$4.39M 2.16%
162,855
-1,008
13
$4.34M 2.14%
85,989
+1,733
14
$4.29M 2.11%
16,210
-440
15
$3.87M 1.91%
51,783
-846
16
$3.4M 1.68%
28,981
+33
17
$3.39M 1.67%
20,706
-264
18
$3.35M 1.65%
9,971
-689
19
$2.72M 1.34%
32,773
-1,098
20
$2.26M 1.12%
14,290
-34
21
$2.2M 1.08%
139,208
22
$2.11M 1.04%
24,270
+422
23
$1.98M 0.97%
38,689
-712
24
$1.76M 0.87%
+47,208
25
$1.72M 0.85%
10,340
-120
1
2 3 4 5