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
$155M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.04M
3
+$3.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M

Top Sells

1
+$5.23M
2
+$5.18M
3
+$2.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.57M

Sector Composition

1 Financials 14.62%
2 Technology 7.24%
3 Healthcare 5.89%
4 Energy 5.82%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.89%
22,338
-21,246
27
$1.33M 0.85%
20,204
+9,779
28
$1.18M 0.76%
3,734
-161
29
$1.11M 0.71%
9,982
-80
30
$960K 0.62%
46,767
-111
31
$934K 0.6%
2,552
-120
32
$929K 0.6%
28,037
-466
33
$927K 0.6%
5,132
-198
34
$890K 0.57%
28,712
-401
35
$888K 0.57%
48,775
36
$875K 0.56%
3,321
+309
37
$871K 0.56%
6,964
-429
38
$835K 0.54%
8,025
-155
39
$825K 0.53%
8,165
-130
40
$790K 0.51%
9,667
-750
41
$787K 0.51%
3,803
-25
42
$774K 0.5%
9,217
-457
43
$771K 0.5%
4,442
+411
44
$731K 0.47%
3,670
-45
45
$719K 0.46%
70,632
-40,500
46
$708K 0.46%
1,336
-97
47
$691K 0.45%
5,730
-656
48
$674K 0.43%
1,476
-29
49
$607K 0.39%
6,516
-36
50
$605K 0.39%
24,946
-3,244
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2
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