PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$300K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$259K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$249K

Top Sells

1
+$627K
2
+$502K
3
+$455K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Sector Composition

1 Financials 17.85%
2 Technology 8.09%
3 Consumer Discretionary 4.46%
4 Healthcare 3.9%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.76%
9,855
+580
27
$1.36M 0.72%
3,388
-237
28
$1.28M 0.68%
30,167
-618
29
$1.28M 0.68%
3,897
-79
30
$1.19M 0.63%
7,377
-210
31
$1.18M 0.63%
23,574
+6,035
32
$1.15M 0.61%
5,250
-460
33
$1.12M 0.6%
3,350
-20
34
$1.03M 0.55%
17,472
-95
35
$984K 0.52%
9,065
-135
36
$940K 0.5%
10,792
-525
37
$904K 0.48%
6,760
+400
38
$892K 0.47%
29,988
-408
39
$883K 0.47%
4,355
-50
40
$843K 0.45%
3,120
+2
41
$840K 0.45%
1,870
+13
42
$833K 0.44%
5,540
-195
43
$822K 0.44%
6,991
-135
44
$748K 0.4%
3,104
-84
45
$742K 0.4%
6,281
-354
46
$726K 0.39%
5,645
-122
47
$719K 0.38%
9,221
+13
48
$704K 0.37%
3,591
-45
49
$690K 0.37%
8,296
-45
50
$666K 0.35%
2,264
-160
1
2
3 4 5