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
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$908K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$805K
5
TSM icon
TSMC
TSM
+$718K

Top Sells

1
+$1.75M
2
+$647K
3
+$611K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$450K
5
UNH icon
UnitedHealth
UNH
+$433K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEBO icon
1
Peoples Bancorp
PEBO
$1B
$17.3M 10.68%
566,234
-3,528
IVV icon
2
iShares Core S&P 500 ETF
IVV
$660B
$16.5M 10.22%
26,633
-724
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$65.8B
$10.8M 6.66%
97,926
-1,583
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$8.41M 5.19%
135,538
-10,437
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$660B
$6.47M 4%
10,472
-270
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$6.15M 3.8%
102,861
+15,188
IVE icon
7
iShares S&P 500 Value ETF
IVE
$41.7B
$4.78M 2.95%
24,461
+1,277
IWB icon
8
iShares Russell 1000 ETF
IWB
$44.7B
$4.41M 2.73%
12,998
-20
IGIB icon
9
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
$4.36M 2.69%
81,800
-11,462
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$4.28M 2.65%
39,174
-3,923
ISTB icon
11
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$3.82M 2.36%
78,492
+1,382
AAPL icon
12
Apple
AAPL
$3.74T
$3.78M 2.33%
18,412
-617
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$3.58M 2.21%
43,181
+5,865
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.51M 2.17%
61,576
+4,791
CVX icon
15
Chevron
CVX
$308B
$3.38M 2.09%
23,634
+5
MSFT icon
16
Microsoft
MSFT
$3.82T
$2.94M 1.81%
5,902
-129
JPM icon
17
JPMorgan Chase
JPM
$810B
$2.86M 1.77%
9,868
-75
PG icon
18
Procter & Gamble
PG
$354B
$2.7M 1.67%
16,978
-86
META icon
19
Meta Platforms (Facebook)
META
$1.8T
$2.48M 1.53%
3,365
+34
NVDA icon
20
NVIDIA
NVDA
$4.46T
$2.24M 1.39%
14,205
+5,093
JPIE icon
21
JPMorgan Income ETF
JPIE
$5.16B
$2.17M 1.34%
46,869
-6,607
AMZN icon
22
Amazon
AMZN
$2.27T
$1.78M 1.1%
8,133
+6
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$44.3B
$1.77M 1.09%
19,195
-3,189
ORCL icon
24
Oracle
ORCL
$830B
$1.73M 1.07%
7,899
-361
DFIV icon
25
Dimensional International Value ETF
DFIV
$13.6B
$1.67M 1.03%
38,995
+6,578
1
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