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
$179M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$213K
3
+$212K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$195K
5
VHT icon
Vanguard Health Care ETF
VHT
+$99.3K

Top Sells

1
+$1.02M
2
+$511K
3
+$324K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$277K
5
SLB icon
SLB Ltd
SLB
+$235K

Sector Composition

1 Financials 24.08%
2 Energy 3.7%
3 Consumer Staples 3.64%
4 Technology 3.11%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.63%
17,243
-807
27
$980K 0.55%
21,942
-450
28
$879K 0.49%
21,277
-3,209
29
$842K 0.47%
36,383
-254
30
$816K 0.46%
10,618
-119
31
$786K 0.44%
15,380
-1,166
32
$780K 0.44%
19,108
+1,914
33
$763K 0.43%
5,415
+503
34
$752K 0.42%
12,290
-50
35
$749K 0.42%
11,968
+1,516
36
$739K 0.41%
10,728
-50
37
$727K 0.41%
14,502
-200
38
$700K 0.39%
14,428
39
$690K 0.39%
12,389
40
$674K 0.38%
5,841
+200
41
$621K 0.35%
8,358
-430
42
$602K 0.34%
3,986
-10
43
$601K 0.34%
3,915
+76
44
$588K 0.33%
13,166
-1,000
45
$581K 0.32%
4,705
46
$573K 0.32%
11,713
-101
47
$569K 0.32%
3,864
+674
48
$567K 0.32%
9,280
-178
49
$555K 0.31%
7,114
50
$554K 0.31%
12,216
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