PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$951K
3
+$910K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$500K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$450K

Top Sells

1
+$743K
2
+$577K
3
+$381K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$286K

Sector Composition

1 Financials 12.91%
2 Technology 8.59%
3 Energy 5.62%
4 Consumer Discretionary 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$846B
$15.9M 9.73%
24,278
+132
PEBO icon
2
Peoples Bancorp
PEBO
$1.26B
$14.6M 8.95%
443,618
+7,043
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$76.9B
$9.64M 5.92%
85,215
-2,067
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$120B
$8.44M 5.18%
124,912
-2,759
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$6.49M 3.98%
9,973
-347
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$5.81M 3.57%
97,581
-39
IWB icon
7
iShares Russell 1000 ETF
IWB
$49.1B
$5.45M 3.34%
15,281
+2,443
CVX icon
8
Chevron
CVX
$374B
$4.89M 3%
23,643
-114
AAPL icon
9
Apple
AAPL
$4.63T
$4.58M 2.81%
18,035
-924
IVE icon
10
iShares S&P 500 Value ETF
IVE
$50.5B
$4.56M 2.8%
21,587
-550
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$104B
$4.39M 2.7%
35,329
-2,156
IGIB icon
12
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$4.11M 2.52%
77,163
+30
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$3.66M 2.24%
75,466
+895
JPM icon
14
JPMorgan Chase
JPM
$806B
$3.45M 2.12%
11,745
-523
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$3.44M 2.11%
41,606
+777
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$232B
$2.93M 1.8%
45,708
-8,739
XOM icon
17
Exxon Mobil
XOM
$620B
$2.45M 1.5%
14,448
-545
PG icon
18
Procter & Gamble
PG
$328B
$2.37M 1.46%
16,430
-372
DFIV icon
19
Dimensional International Value ETF
DFIV
$19.9B
$2.24M 1.38%
42,444
+7,698
MSFT icon
20
Microsoft
MSFT
$3.28T
$2.07M 1.27%
5,598
-367
NVDA icon
21
NVIDIA
NVDA
$5.4T
$1.98M 1.22%
11,366
+77
PYLD icon
22
PIMCO Multi Sector Bond Active ETF
PYLD
$13.7B
$1.94M 1.19%
73,985
+3,019
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$55.2B
$1.86M 1.14%
19,143
+170
META icon
24
Meta Platforms (Facebook)
META
$1.52T
$1.83M 1.12%
3,190
-66
DIVB icon
25
iShares Core Dividend ETF
DIVB
$1.48B
$1.71M 1.05%
31,670
+959
1
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