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
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$648K
3
+$389K
4
DVY icon
iShares Select Dividend ETF
DVY
+$167K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$159K

Top Sells

1
+$3.03M
2
+$446K
3
+$367K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$329K
5
IYW icon
iShares US Technology ETF
IYW
+$267K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 11.83%
610,613
-1,071
2
$11.9M 7.95%
33,102
-718
3
$8.17M 5.47%
186,290
-3,875
4
$6.63M 4.44%
58,060
-1,677
5
$6.1M 4.09%
105,502
-5,692
6
$5.37M 3.6%
15,035
-289
7
$5.18M 3.47%
69,277
+8,658
8
$4.96M 3.32%
56,889
-561
9
$4.89M 3.28%
220,827
+2,823
10
$4.71M 3.16%
34,119
-1,831
11
$3.86M 2.59%
26,868
-18
12
$2.98M 2%
15,125
-1,155
13
$2.76M 1.85%
36,426
+1,867
14
$2.75M 1.84%
21,785
-131
15
$2.55M 1.71%
31,396
+20,599
16
$2.3M 1.54%
43,584
-4,130
17
$2.27M 1.52%
9,737
-121
18
$2.21M 1.48%
29,809
+5,237
19
$1.92M 1.29%
30,931
+733
20
$1.74M 1.16%
19,873
-160
21
$1.57M 1.05%
16,368
22
$1.52M 1.02%
11,792
-25
23
$1.41M 0.94%
8,610
-24
24
$1.37M 0.92%
13,073
-1,051
25
$1.27M 0.85%
35,032
+31
1
2 3 4 5