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
$179M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$592K
3
+$470K
4
VTV icon
Vanguard Value ETF
VTV
+$249K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K

Top Sells

1
+$825K
2
+$551K
3
+$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$309K
5
ADBE icon
Adobe
ADBE
+$238K

Sector Composition

1 Financials 13.27%
2 Technology 9.11%
3 Healthcare 4.95%
4 Energy 4.71%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.88%
8,744
+2
27
$1.47M 0.82%
16,240
+170
28
$1.43M 0.79%
10,806
-271
29
$1.3M 0.72%
3,381
-36
30
$1.28M 0.72%
25,057
-6,205
31
$1.28M 0.71%
17,216
+644
32
$1.26M 0.7%
9,998
+676
33
$1.23M 0.69%
7,554
-116
34
$1.21M 0.68%
7,590
-80
35
$1.16M 0.64%
2,816
+10
36
$1.15M 0.64%
7,278
-129
37
$1.11M 0.62%
2,264
38
$1.07M 0.6%
9,256
39
$1.04M 0.58%
2,342
-55
40
$971K 0.54%
70,632
41
$952K 0.53%
1,299
-41
42
$905K 0.5%
48,775
43
$895K 0.5%
3,641
-64
44
$825K 0.46%
6,283
+218
45
$806K 0.45%
21,262
-1,250
46
$797K 0.44%
21,488
-645
47
$795K 0.44%
3,122
-18
48
$793K 0.44%
5,256
-75
49
$784K 0.44%
2,781
-239
50
$782K 0.44%
4,471
+40
1
2
3 4 5