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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.88%
35,001
+2,670
27
$1.11M 0.69%
3,706
-35
28
$1.1M 0.68%
4,002
+16
29
$1.04M 0.64%
9,820
-180
30
$982K 0.61%
48,452
-1,499
31
$949K 0.59%
5,697
-70
32
$937K 0.58%
10,274
-20
33
$897K 0.55%
7,552
-25
34
$893K 0.55%
10,797
-939
35
$892K 0.55%
28,655
-1,354
36
$861K 0.53%
2,657
37
$850K 0.53%
29,244
-815
38
$833K 0.51%
28,008
39
$820K 0.51%
3,847
+14
40
$812K 0.5%
8,327
41
$797K 0.49%
7,320
-60
42
$776K 0.48%
8,720
-70
43
$765K 0.47%
1,596
-7
44
$765K 0.47%
4,743
+7
45
$759K 0.47%
3,073
-40
46
$753K 0.47%
1,465
+39
47
$730K 0.45%
10,442
-75
48
$720K 0.45%
17,275
-1,738
49
$709K 0.44%
6,522
-40
50
$675K 0.42%
27,990
-100
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