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
$193M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.12M
3
+$703K
4
MSFT icon
Microsoft
MSFT
+$657K
5
NVDA icon
NVIDIA
NVDA
+$635K

Top Sells

1
+$1.06M
2
+$905K
3
+$810K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Sector Composition

1 Financials 13.33%
2 Technology 11.05%
3 Healthcare 4.65%
4 Energy 4.17%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 9.84%
34,664
+3,872
2
$17.6M 9.13%
586,305
-738
3
$9.78M 5.07%
105,666
+1,170
4
$9.13M 4.74%
155,988
-2,977
5
$6.9M 3.58%
32,763
+3,338
6
$6.66M 3.46%
12,239
-1,060
7
$5.22M 2.71%
48,982
-4,893
8
$5.17M 2.68%
88,837
-18,283
9
$4.82M 2.5%
94,017
+2,796
10
$4.63M 2.4%
25,424
+1,351
11
$4.16M 2.16%
26,593
+850
12
$4.15M 2.16%
9,296
+1,470
13
$4.07M 2.11%
13,691
-30
14
$3.7M 1.92%
78,103
-17,109
15
$3.31M 1.72%
20,046
+1,160
16
$3.16M 1.64%
38,652
+1,007
17
$3.08M 1.6%
62,231
+1,375
18
$2.69M 1.39%
13,280
+1,776
19
$2.64M 1.37%
21,380
+5,140
20
$2.48M 1.29%
95,721
-7,284
21
$2.36M 1.22%
2,605
+222
22
$2.23M 1.16%
+49,066
23
$2.23M 1.16%
4,422
+748
24
$2.17M 1.13%
18,875
-198
25
$2.14M 1.11%
11,073
+2,329
1
2 3 4 5