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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$11.6M
3
+$10.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.99%
2 Consumer Staples 4.5%
3 Energy 3.37%
4 Healthcare 3.03%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.29%
+18,702
52
$492K 0.29%
+4,945
53
$490K 0.29%
+8,465
54
$467K 0.28%
+17,472
55
$464K 0.28%
+5,500
56
$461K 0.27%
+3,485
57
$437K 0.26%
+10,186
58
$414K 0.25%
+3,499
59
$405K 0.24%
+4,096
60
$395K 0.23%
+9,578
61
$394K 0.23%
+11,422
62
$373K 0.22%
+4,420
63
$364K 0.22%
+5,825
64
$352K 0.21%
+8,201
65
$336K 0.2%
+12,294
66
$334K 0.2%
+8,304
67
$331K 0.2%
+4,345
68
$327K 0.19%
+2,760
69
$322K 0.19%
+7,525
70
$319K 0.19%
+6,480
71
$306K 0.18%
+11,635
72
$305K 0.18%
+2,317
73
$303K 0.18%
+2,424
74
$302K 0.18%
+3,515
75
$300K 0.18%
+4,520
1 2
3
4 5