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
$173M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$584K
3
+$271K
4
PRU icon
Prudential Financial
PRU
+$216K
5
COST icon
Costco
COST
+$211K

Top Sells

1
+$695K
2
+$669K
3
+$574K
4
BND icon
Vanguard Total Bond Market
BND
+$395K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$329K

Sector Composition

1 Financials 25.8%
2 Energy 3.98%
3 Consumer Staples 3.93%
4 Technology 2.7%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.26%
4,248
-100
52
$444K 0.26%
3,647
-182
53
$440K 0.25%
4,344
-100
54
$439K 0.25%
1,524
-35
55
$423K 0.24%
3,674
+389
56
$416K 0.24%
4,925
57
$413K 0.24%
6,600
+425
58
$411K 0.24%
3,964
+354
59
$402K 0.23%
2,584
+554
60
$401K 0.23%
8,804
-428
61
$397K 0.23%
4,155
+505
62
$390K 0.23%
10,767
+735
63
$378K 0.22%
2,797
+97
64
$371K 0.21%
2,424
65
$360K 0.21%
6,575
-250
66
$354K 0.2%
3,738
-10
67
$354K 0.2%
4,100
+255
68
$344K 0.2%
10,727
-195
69
$342K 0.2%
14,070
-50
70
$340K 0.2%
2,775
71
$335K 0.19%
4,300
+30
72
$332K 0.19%
27,678
+900
73
$330K 0.19%
2,355
-150
74
$317K 0.18%
7,640
75
$314K 0.18%
3,543
-259
1 2
3
4 5