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
$173M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$584K
3
+$271K
4
PRU icon
Prudential Financial
PRU
+$216K
5
COST icon
Costco
COST
+$211K

Top Sells

1
+$695K
2
+$669K
3
+$574K
4
BND icon
Vanguard Total Bond Market
BND
+$395K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$329K

Sector Composition

1 Financials 25.8%
2 Energy 3.98%
3 Consumer Staples 3.93%
4 Technology 2.7%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.68%
20,466
-9,941
27
$1.07M 0.62%
9,281
-25
28
$927K 0.54%
22,510
-130
29
$898K 0.52%
24,577
+1,034
30
$811K 0.47%
+34,697
31
$761K 0.44%
16,546
-868
32
$759K 0.44%
14,233
+118
33
$709K 0.41%
10,281
+450
34
$692K 0.4%
14,428
35
$682K 0.39%
10,978
+175
36
$662K 0.38%
11,314
-624
37
$650K 0.38%
12,240
+200
38
$620K 0.36%
8,546
-410
39
$574K 0.33%
5,495
+649
40
$565K 0.33%
11,757
+813
41
$565K 0.33%
14,702
+170
42
$532K 0.31%
11,308
+2,297
43
$528K 0.31%
3,487
-46
44
$522K 0.3%
9,301
-157
45
$518K 0.3%
3,864
+154
46
$485K 0.28%
4,705
+260
47
$464K 0.27%
3,865
-225
48
$459K 0.27%
6,459
-215
49
$456K 0.26%
3,943
+53
50
$455K 0.26%
6,320
+17
1
2
3 4 5