PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$994K
2
+$381K
3
+$237K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$236K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1
+$3.15M
2
+$1.32M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$423K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$375K

Sector Composition

1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$732B
$16.5M 10.14%
24,667
-1,966
PEBO icon
2
Peoples Bancorp
PEBO
$1.07B
$13.8M 8.5%
461,266
-104,968
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$66.7B
$10.7M 6.57%
88,637
-9,289
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$101B
$8.47M 5.2%
129,797
-5,741
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$699B
$6.88M 4.23%
10,325
-147
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$6.08M 3.74%
101,318
-1,543
IWB icon
7
iShares Russell 1000 ETF
IWB
$45.4B
$4.69M 2.88%
12,838
-160
AAPL icon
8
Apple
AAPL
$4.23T
$4.66M 2.86%
18,309
-103
IVE icon
9
iShares S&P 500 Value ETF
IVE
$47.3B
$4.63M 2.84%
22,412
-2,049
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$88.1B
$4.51M 2.77%
37,990
-1,184
IGIB icon
11
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$4.33M 2.66%
79,991
-1,809
JPM icon
12
JPMorgan Chase
JPM
$840B
$4.11M 2.52%
13,018
+3,150
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
$3.78M 2.32%
77,368
-1,124
CVX icon
14
Chevron
CVX
$300B
$3.68M 2.26%
23,716
+82
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$3.52M 2.16%
42,400
-781
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$185B
$3.37M 2.07%
56,289
-5,287
MSFT icon
17
Microsoft
MSFT
$3.64T
$3.05M 1.87%
5,886
-16
PG icon
18
Procter & Gamble
PG
$341B
$2.59M 1.59%
16,828
-150
NVDA icon
19
NVIDIA
NVDA
$4.41T
$2.53M 1.55%
13,534
-671
META icon
20
Meta Platforms (Facebook)
META
$1.63T
$2.36M 1.45%
3,213
-152
ORCL icon
21
Oracle
ORCL
$573B
$2.18M 1.34%
7,768
-131
JPIE icon
22
JPMorgan Income ETF
JPIE
$6.32B
$2.14M 1.31%
46,077
-792
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$45.6B
$1.83M 1.13%
18,992
-203
AMZN icon
24
Amazon
AMZN
$2.51T
$1.79M 1.1%
8,165
+32
XOM icon
25
Exxon Mobil
XOM
$486B
$1.68M 1.03%
14,922
+3
1
2 3 4 5