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
$184M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.57M
3
+$1.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$937K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$580K

Top Sells

1
+$2.33M
2
+$2.22M
3
+$2.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$839K

Sector Composition

1 Financials 19.39%
2 Technology 7.35%
3 Consumer Discretionary 4.47%
4 Healthcare 3.4%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.73%
3,763
-1,488
27
$1.29M 0.7%
9,150
+280
28
$1.28M 0.7%
3,430
-35
29
$1.23M 0.67%
4,180
-90
30
$1.18M 0.64%
7,146
-57
31
$1.15M 0.62%
29,671
+5,081
32
$1.12M 0.61%
3,670
-85
33
$1.1M 0.6%
9,240
-146
34
$1.01M 0.55%
18,132
+500
35
$964K 0.52%
29,988
+4,380
36
$938K 0.51%
18,020
+4,998
37
$848K 0.46%
7,186
-20
38
$841K 0.46%
4,420
-60
39
$817K 0.44%
6,820
+103
40
$794K 0.43%
11,317
-500
41
$789K 0.43%
5,901
+464
42
$782K 0.42%
3,491
-259
43
$756K 0.41%
5,349
-272
44
$755K 0.41%
2,424
45
$689K 0.37%
3,128
+59
46
$682K 0.37%
9,266
+731
47
$668K 0.36%
1,894
+37
48
$664K 0.36%
8,691
-577
49
$664K 0.36%
8,749
-122
50
$634K 0.34%
3,178
+148
1
2
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