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
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.51M
3
+$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Top Sells

1
+$3.7M
2
+$2.03M
3
+$1.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.44M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$916K

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.78%
3,741
+33
27
$1.55M 0.78%
32,331
-6,358
28
$1.49M 0.75%
8,405
+1,077
29
$1.24M 0.62%
30,009
-310
30
$1.19M 0.6%
3,986
+53
31
$1.13M 0.57%
30,059
-239
32
$1.11M 0.56%
48,775
+1,567
33
$1.09M 0.55%
+49,951
34
$1.05M 0.53%
4,736
+460
35
$1.05M 0.53%
3,833
+242
36
$1.03M 0.52%
7,380
-400
37
$979K 0.49%
11,736
-44,370
38
$971K 0.49%
7,577
+602
39
$966K 0.48%
5,767
+320
40
$923K 0.46%
1,603
-247
41
$891K 0.45%
8,790
+25
42
$877K 0.44%
19,013
-4,273
43
$870K 0.44%
10,517
-25
44
$848K 0.43%
8,327
+5,850
45
$845K 0.42%
10,294
+824
46
$844K 0.42%
28,008
+8,000
47
$795K 0.4%
29,140
-3,050
48
$777K 0.39%
6,562
+73
49
$770K 0.39%
3,113
+10
50
$766K 0.38%
3,790
1
2
3 4 5