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
$163M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.11M
3
+$531K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$420K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$228K

Top Sells

1
+$1.65M
2
+$354K
3
+$321K
4
DVY icon
iShares Select Dividend ETF
DVY
+$305K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$292K

Sector Composition

1 Financials 12.52%
2 Technology 9.18%
3 Healthcare 5.34%
4 Energy 4.88%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.8%
3,218
-45
27
$1.29M 0.79%
11,171
+522
28
$1.18M 0.72%
2,524
-5
29
$1.18M 0.72%
10,207
-985
30
$1.13M 0.69%
8,679
-24
31
$1.12M 0.69%
9,417
-150
32
$1.1M 0.67%
3,533
-78
33
$1.08M 0.66%
48,775
34
$1.01M 0.62%
3,533
35
$995K 0.61%
7,885
-205
36
$983K 0.6%
2,661
+1,438
37
$958K 0.59%
3,212
-14
38
$943K 0.58%
70,632
39
$906K 0.55%
18,490
+1,589
40
$850K 0.52%
4,589
-41
41
$837K 0.51%
6,825
-51
42
$825K 0.5%
3,655
-15
43
$770K 0.47%
22,588
-929
44
$759K 0.46%
1,409
-11
45
$758K 0.46%
3,703
46
$744K 0.46%
7,800
-10
47
$738K 0.45%
2,264
48
$728K 0.45%
4,299
-38
49
$724K 0.44%
17,120
50
$718K 0.44%
25,019
-1,555
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2
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