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
$158M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$734K
3
+$500K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$489K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$319K

Top Sells

1
+$1.59M
2
+$841K
3
+$686K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$515K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K

Sector Composition

1 Financials 24.26%
2 Technology 4.05%
3 Energy 3.9%
4 Consumer Staples 3.86%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.74%
8,322
-906
27
$1.11M 0.7%
17,182
+2,260
28
$924K 0.58%
10,465
+170
29
$872K 0.55%
5,055
+959
30
$758K 0.48%
4,394
+878
31
$714K 0.45%
8,809
-890
32
$698K 0.44%
12,992
-110
33
$684K 0.43%
11,904
+4,134
34
$675K 0.43%
7,580
-780
35
$671K 0.42%
11,350
36
$671K 0.42%
13,925
+2,231
37
$671K 0.42%
15,797
+3,196
38
$665K 0.42%
3,506
-255
39
$663K 0.42%
4,380
-35
40
$656K 0.41%
12,430
-370
41
$649K 0.41%
1,702
-80
42
$644K 0.41%
3,359
-129
43
$641K 0.41%
2,424
44
$641K 0.41%
5,230
-669
45
$634K 0.4%
7,986
-655
46
$630K 0.4%
26,590
-2,235
47
$619K 0.39%
3,701
+32
48
$608K 0.38%
3,789
+424
49
$593K 0.37%
9,179
-3,732
50
$583K 0.37%
3,650
-110
1
2
3 4 5