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
$196M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$347K
3
+$339K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
CLX icon
Clorox
CLX
+$216K

Top Sells

1
+$699K
2
+$532K
3
+$511K
4
OEF icon
iShares S&P 100 ETF
OEF
+$359K
5
CVS icon
CVS Health
CVS
+$315K

Sector Composition

1 Financials 12.81%
2 Technology 11.23%
3 Healthcare 4.5%
4 Consumer Discretionary 3.96%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 10.65%
36,145
+1,481
2
$17.6M 8.98%
584,655
-1,650
3
$9.49M 4.85%
152,256
-3,732
4
$9.42M 4.81%
98,364
-7,302
5
$7.67M 3.92%
32,924
+161
6
$6.96M 3.55%
12,124
-115
7
$5.59M 2.86%
47,808
-1,174
8
$5.35M 2.73%
27,144
+1,720
9
$5.23M 2.67%
86,636
-2,201
10
$4.99M 2.55%
92,972
-1,045
11
$4.24M 2.16%
13,483
-208
12
$4.11M 2.1%
9,556
+260
13
$3.9M 1.99%
26,468
-125
14
$3.71M 1.89%
76,181
-1,922
15
$3.44M 1.76%
19,849
-197
16
$3.03M 1.55%
57,324
-4,907
17
$3.01M 1.54%
36,224
-2,428
18
$2.89M 1.47%
23,784
+2,404
19
$2.61M 1.33%
12,384
-896
20
$2.43M 1.24%
86,319
-9,402
21
$2.4M 1.22%
4,184
-238
22
$2.32M 1.18%
2,619
+14
23
$2.26M 1.15%
48,749
-317
24
$2.16M 1.1%
18,407
-468
25
$2.09M 1.07%
25,034
+4,148
1
2 3 4 5