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
$153M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$509K
3
+$329K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$291K
5
DRI icon
Darden Restaurants
DRI
+$222K

Top Sells

1
+$896K
2
+$571K
3
+$550K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$468K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$384K

Sector Composition

1 Financials 12.52%
2 Technology 8.95%
3 Energy 5.67%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 10.1%
609,323
+5,721
2
$13.8M 8.98%
32,032
-1,090
3
$8.54M 5.58%
171,290
-17,960
4
$8.07M 5.27%
118,021
+4,813
5
$5.76M 3.76%
13,474
-1,286
6
$5.47M 3.57%
95,759
-3,168
7
$5.25M 3.43%
30,670
-724
8
$5.16M 3.37%
54,744
-1,232
9
$4.44M 2.9%
26,340
-59
10
$4.08M 2.66%
87,906
-3,292
11
$3.76M 2.46%
77,310
-2,630
12
$3.23M 2.11%
13,754
-542
13
$3.02M 1.97%
20,699
-234
14
$2.81M 1.83%
18,255
-1,068
15
$2.77M 1.81%
34,259
-1,323
16
$2.64M 1.72%
60,410
-6,609
17
$2.58M 1.69%
8,183
-74
18
$2.3M 1.5%
97,371
-4,170
19
$2.2M 1.44%
18,699
-305
20
$1.76M 1.15%
25,429
-466
21
$1.69M 1.1%
11,656
+13
22
$1.67M 1.09%
+52,603
23
$1.53M 1%
30,780
-1,050
24
$1.48M 0.96%
21,422
+1,793
25
$1.27M 0.83%
2,363
-161
1
2 3 4 5