PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$260K
3
+$227K
4
TJX icon
TJX Companies
TJX
+$204K
5
TRV icon
Travelers Companies
TRV
+$200K

Top Sells

1
+$2.14M
2
+$952K
3
+$734K
4
TSM icon
TSMC
TSM
+$430K
5
NVDA icon
NVIDIA
NVDA
+$418K

Sector Composition

1 Financials 12.67%
2 Technology 9.78%
3 Energy 4.17%
4 Consumer Discretionary 3.81%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$745B
$16.5M 10.26%
24,146
-521
PEBO icon
2
Peoples Bancorp
PEBO
$1.17B
$13.1M 8.13%
436,575
-24,691
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$63.8B
$10.8M 6.67%
87,282
-1,355
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$111B
$8.43M 5.23%
127,671
-2,126
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$691B
$7.04M 4.37%
10,320
-5
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$5.85M 3.63%
97,620
-3,698
AAPL icon
7
Apple
AAPL
$3.85T
$5.15M 3.2%
18,959
+650
IWB icon
8
iShares Russell 1000 ETF
IWB
$45.9B
$4.79M 2.97%
12,838
IVE icon
9
iShares S&P 500 Value ETF
IVE
$50.1B
$4.69M 2.91%
22,137
-275
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$95.6B
$4.5M 2.79%
37,485
-505
IGIB icon
11
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$4.16M 2.58%
77,133
-2,858
JPM icon
12
JPMorgan Chase
JPM
$815B
$3.95M 2.45%
12,268
-750
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.79B
$3.64M 2.26%
74,571
-2,797
CVX icon
14
Chevron
CVX
$376B
$3.62M 2.25%
23,757
+41
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$208B
$3.4M 2.11%
54,447
-1,842
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$3.38M 2.1%
40,829
-1,571
MSFT icon
17
Microsoft
MSFT
$3.02T
$2.88M 1.79%
5,965
+79
PG icon
18
Procter & Gamble
PG
$372B
$2.41M 1.49%
16,802
-26
META icon
19
Meta Platforms (Facebook)
META
$1.66T
$2.15M 1.33%
3,256
+43
NVDA icon
20
NVIDIA
NVDA
$4.39T
$2.11M 1.31%
11,289
-2,245
AMZN icon
21
Amazon
AMZN
$2.24T
$1.92M 1.19%
8,318
+153
PYLD icon
22
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$1.89M 1.17%
+70,966
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$49.1B
$1.83M 1.13%
18,973
-19
XOM icon
24
Exxon Mobil
XOM
$632B
$1.8M 1.12%
14,993
+71
DFIV icon
25
Dimensional International Value ETF
DFIV
$18.1B
$1.73M 1.08%
34,746
-857
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