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
$147M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.16M
3
+$793K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$526K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$346K

Top Sells

1
+$1.74M
2
+$1.22M
3
+$1.14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$967K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$477K

Sector Composition

1 Financials 14.88%
2 Technology 7.78%
3 Consumer Discretionary 5.23%
4 Consumer Staples 3.93%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.7%
3,926
+33
27
$1M 0.68%
8,920
-400
28
$986K 0.67%
9,570
+55
29
$852K 0.58%
3,882
-39
30
$840K 0.57%
6,061
+63
31
$772K 0.52%
3,485
-15
32
$753K 0.51%
4,540
-210
33
$743K 0.5%
12,442
-475
34
$717K 0.49%
6,586
+423
35
$679K 0.46%
3,230
-185
36
$670K 0.46%
1,888
-181
37
$666K 0.45%
7,207
-10,462
38
$661K 0.45%
2,424
39
$660K 0.45%
25,488
+2,394
40
$649K 0.44%
10,196
-469
41
$643K 0.44%
8,126
42
$637K 0.43%
8,660
-272
43
$612K 0.42%
17,832
-669
44
$610K 0.41%
3,099
-20
45
$595K 0.4%
9,300
46
$588K 0.4%
941
-18
47
$564K 0.38%
13,044
+299
48
$547K 0.37%
2,866
+291
49
$539K 0.37%
2,485
-475
50
$535K 0.36%
22,196
+7,310
1
2
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