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
$175M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$221K
3
+$214K
4
AMZN icon
Amazon
AMZN
+$64.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.7K

Top Sells

1
+$2.12M
2
+$986K
3
+$903K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$886K
5
BND icon
Vanguard Total Bond Market
BND
+$874K

Sector Composition

1 Financials 24.39%
2 Energy 4.3%
3 Consumer Staples 3.91%
4 Technology 3.5%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$986K 0.56%
20,074
-1,044
27
$844K 0.48%
18,390
-2,966
28
$806K 0.46%
9,428
-800
29
$785K 0.45%
26,721
-20,551
30
$778K 0.45%
11,870
-120
31
$774K 0.44%
13,932
-1,348
32
$757K 0.43%
10,812
-2,609
33
$753K 0.43%
2,552
+5
34
$749K 0.43%
9,334
-847
35
$742K 0.43%
12,119
-175
36
$737K 0.42%
15,582
+175
37
$733K 0.42%
3,865
+25
38
$729K 0.42%
4,655
-50
39
$728K 0.42%
4,422
-1,180
40
$727K 0.42%
4,116
41
$714K 0.41%
31,024
-5,193
42
$708K 0.41%
15,785
+908
43
$693K 0.4%
5,781
-25
44
$661K 0.38%
13,803
-625
45
$582K 0.33%
11,714
-219
46
$578K 0.33%
7,226
-622
47
$571K 0.33%
3,321
-250
48
$567K 0.32%
6,105
-129
49
$551K 0.32%
3,830
50
$539K 0.31%
5,330
+250
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