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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$11.6M
3
+$10.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.99%
2 Consumer Staples 4.5%
3 Energy 3.37%
4 Healthcare 3.03%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.56%
+14,193
27
$923K 0.55%
+13,413
28
$868K 0.51%
+22,930
29
$863K 0.51%
+32,064
30
$808K 0.48%
+22,001
31
$780K 0.46%
+5,882
32
$764K 0.45%
+15,678
33
$747K 0.44%
+17,906
34
$720K 0.43%
+8,137
35
$676K 0.4%
+14,627
36
$663K 0.39%
+11,953
37
$657K 0.39%
+3,541
38
$655K 0.39%
+14,332
39
$636K 0.38%
+9,622
40
$635K 0.38%
+10,506
41
$634K 0.38%
+7,103
42
$568K 0.34%
+4,480
43
$567K 0.34%
+3,797
44
$567K 0.34%
+5,679
45
$558K 0.33%
+9,516
46
$554K 0.33%
+7,284
47
$551K 0.33%
+15,082
48
$548K 0.33%
+10,873
49
$536K 0.32%
+11,468
50
$516K 0.31%
+4,310
1
2
3 4 5