PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$163M
1-Year Est. Return
13.11%
1 Year Est. Return
+13.11%
AUM
$163M
AUM Growth
+$892K
(+0.55%)
Holding
101
Top Buys
| 1 | +$994K | |
| 2 | +$381K | |
| 3 | +$237K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$236K |
| 5 |
UnitedHealth
UNH
|
+$230K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$1.32M | |
| 3 | +$1.12M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$423K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$375K |
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 | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$282B
| $637K | 0.39% |
2,259
+25
|
|
||
52
Eli Lilly
LLY
$936B
| $635K | 0.39% |
832
+93
|
|
||
53
D.R. Horton
DHI
$46.3B
| $623K | 0.38% |
3,675
|
|
||
54
Broadcom
AVGO
$1.8T
| $584K | 0.36% |
1,770
-189
|
|
||
55
AbbVie
ABBV
$397B
| $562K | 0.35% |
2,428
-33
|
|
||
56
iShares Russell 1000 Growth ETF
IWF
$126B
| $560K | 0.34% |
1,195
-50
|
|
||
57
Cisco
CSCO
$304B
| $527K | 0.32% |
7,703
+231
|
|
||
58
Cintas
CTAS
$74B
| $523K | 0.32% |
2,546
-24
|
|
||
59
Corning
GLW
$71.8B
| $484K | 0.3% |
5,900
-150
|
|
||
60
Johnson & Johnson
JNJ
$495B
| $470K | 0.29% |
2,534
-10
|
|
||
61
Applied Materials
AMAT
$211B
| $467K | 0.29% |
2,283
-17
|
|
||
62
Abbott
ABT
$220B
| $422K | 0.26% |
3,150
-45
|
|
||
63
Vanguard Total Stock Market ETF
VTI
$563B
| $418K | 0.26% |
1,273
|
|
||
64
Kroger
KR
$44.4B
| $403K | 0.25% |
5,983
-50
|
|
||
65
Visa
V
$636B
| $383K | 0.24% |
1,123
|
|
||
66
VanEck Short Muni ETF
SMB
$292M
| $381K | 0.23% |
+21,899
|
|
||
67
iShares US Technology ETF
IYW
$21.1B
| $377K | 0.23% |
1,926
|
|
||
68
Stryker
SYK
$140B
| $375K | 0.23% |
1,015
-30
|
|
||
69
Linde
LIN
$191B
| $358K | 0.22% |
753
-4
|
|
||
70
Sherwin-Williams
SHW
$83.7B
| $356K | 0.22% |
1,027
-17
|
|
||
71
RTX Corp
RTX
$226B
| $319K | 0.2% |
1,908
-25
|
|
||
72
PepsiCo
PEP
$203B
| $310K | 0.19% |
2,208
-378
|
|
||
|
FISV
73
Fiserv Inc
FISV
$34B
| $290K | 0.18% |
2,250
-281
|
|
||
74
Vanguard Value ETF
VTV
$152B
| $289K | 0.18% |
1,548
-9
|
|
||
75
Genuine Parts
GPC
$17.9B
| $272K | 0.17% |
1,960
+10
|
|