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
$170M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$213K
3
+$203K
4
PEBO icon
Peoples Bancorp
PEBO
+$198K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$101K

Top Sells

1
+$4.82M
2
+$1.46M
3
+$1.15M
4
NVDA icon
NVIDIA
NVDA
+$970K
5
MSFT icon
Microsoft
MSFT
+$890K

Sector Composition

1 Financials 14.22%
2 Technology 10.35%
3 Energy 3.96%
4 Consumer Discretionary 3.61%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 11.02%
590,905
+6,250
2
$16.5M 9.69%
27,961
-8,184
3
$9.91M 5.84%
97,637
-727
4
$9.12M 5.37%
146,311
-5,945
5
$6.78M 3.99%
27,090
-5,834
6
$6.65M 3.92%
11,347
-777
7
$5.16M 3.04%
27,049
-95
8
$5.14M 3.02%
44,587
-3,221
9
$5.13M 3.02%
88,382
+1,746
10
$4.82M 2.84%
93,668
+696
11
$4.31M 2.54%
13,393
-90
12
$3.72M 2.19%
77,832
+1,651
13
$3.6M 2.12%
24,854
-1,614
14
$3.14M 1.85%
7,445
-2,111
15
$3.04M 1.79%
37,072
+848
16
$3.04M 1.79%
18,109
-1,740
17
$2.76M 1.62%
57,658
+334
18
$2.5M 1.47%
10,439
-1,945
19
$2.32M 1.37%
85,022
-1,297
20
$2.28M 1.34%
49,923
+1,174
21
$2.22M 1.31%
16,564
-7,220
22
$2.02M 1.19%
3,443
-741
23
$1.99M 1.17%
22,483
-251
24
$1.84M 1.08%
8,373
-2,648
25
$1.79M 1.05%
2,314
-305
1
2 3 4 5