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
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$786K
3
+$786K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$531K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$415K

Top Sells

1
+$1.03M
2
+$960K
3
+$778K
4
WEC icon
WEC Energy
WEC
+$312K
5
ACN icon
Accenture
ACN
+$277K

Sector Composition

1 Financials 13.11%
2 Technology 8.04%
3 Healthcare 5.24%
4 Energy 5.21%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.84%
11,192
-1,360
27
$1.25M 0.8%
8,053
-319
28
$1.13M 0.72%
10,649
+667
29
$1.07M 0.68%
3,611
-123
30
$1.06M 0.68%
48,775
31
$1.03M 0.66%
70,632
32
$914K 0.58%
8,090
-75
33
$902K 0.58%
3,226
-95
34
$899K 0.57%
8,703
-514
35
$889K 0.57%
9,567
-100
36
$869K 0.55%
2,529
-23
37
$851K 0.54%
6,876
-88
38
$844K 0.54%
4,630
-502
39
$792K 0.51%
7,810
-215
40
$786K 0.5%
+16,901
41
$760K 0.49%
26,574
-1,463
42
$749K 0.48%
3,533
-5
43
$745K 0.48%
3,703
-100
44
$734K 0.47%
3,670
45
$726K 0.46%
4,337
-105
46
$706K 0.45%
1,420
-56
47
$704K 0.45%
23,517
-5,195
48
$596K 0.38%
5,745
-747
49
$583K 0.37%
14,786
+729
50
$571K 0.36%
1,208
-128
1
2
3 4 5