PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$380K
3
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$3.18M
2
+$1.27M
3
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.01%
31,547
-1,055
27
$1.64M 1.01%
35,603
-3,392
28
$1.25M 0.77%
23,590
-394
29
$1.13M 0.7%
2,140
-124
30
$1.1M 0.68%
6,585
31
$1.07M 0.66%
2,636
-2
32
$1.06M 0.65%
20,547
+115
33
$1.05M 0.64%
11,974
+56
34
$937K 0.58%
3,855
-56
35
$890K 0.55%
3,188
+20
36
$885K 0.54%
6,318
-83
37
$862K 0.53%
931
+5
38
$857K 0.53%
6,299
+10
39
$845K 0.52%
7,069
40
$844K 0.52%
67,126
41
$840K 0.52%
1,837
-5
42
$781K 0.48%
8,364
-49
43
$780K 0.48%
4,910
-35
44
$769K 0.47%
2,532
-49
45
$741K 0.46%
1,234
-20
46
$731K 0.45%
7,832
-40
47
$692K 0.43%
2,926
-5
48
$685K 0.42%
2,727
-10
49
$658K 0.4%
18,528
-50
50
$649K 0.4%
7,735
-207
1
2
3 4 5