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
$149M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.11M
3
+$2.06M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$1.22M
5
USB icon
US Bancorp
USB
+$534K

Top Sells

1
+$4.89M
2
+$3.95M
3
+$2.03M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M
5
PEBO icon
Peoples Bancorp
PEBO
+$1.64M

Sector Composition

1 Financials 25.07%
2 Consumer Staples 4.03%
3 Energy 3.84%
4 Technology 3.58%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.76%
11,108
+1,470
27
$903K 0.61%
5,414
-638
28
$877K 0.59%
14,922
+3,732
29
$841K 0.57%
38,643
-10,713
30
$766K 0.52%
12,911
-3,272
31
$757K 0.51%
10,295
-120
32
$733K 0.49%
19,760
+6,500
33
$686K 0.46%
8,655
-61,675
34
$668K 0.45%
3,761
+655
35
$652K 0.44%
5,899
+505
36
$650K 0.44%
9,699
+2,193
37
$630K 0.42%
8,641
+147
38
$628K 0.42%
8,360
-100
39
$622K 0.42%
28,825
+1,643
40
$616K 0.41%
4,096
-344
41
$600K 0.4%
3,488
-228
42
$595K 0.4%
12,800
-50
43
$591K 0.4%
13,102
-375
44
$585K 0.39%
11,350
45
$578K 0.39%
4,415
46
$575K 0.39%
1,782
-277
47
$567K 0.38%
10,908
-120
48
$564K 0.38%
3,516
-688
49
$561K 0.38%
3,760
-80
50
$534K 0.36%
+11,694
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