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
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$213K
3
+$212K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$195K
5
VHT icon
Vanguard Health Care ETF
VHT
+$99.3K

Top Sells

1
+$1.02M
2
+$511K
3
+$324K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$277K
5
SLB icon
SLB Ltd
SLB
+$235K

Sector Composition

1 Financials 24.08%
2 Energy 3.7%
3 Consumer Staples 3.64%
4 Technology 3.11%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.31%
3,571
+200
52
$514K 0.29%
3,855
53
$513K 0.29%
1,524
54
$506K 0.28%
4,248
55
$500K 0.28%
27,468
-135
56
$495K 0.28%
3,815
-252
57
$493K 0.28%
6,359
-75
58
$492K 0.28%
2,487
59
$463K 0.26%
4,410
-138
60
$450K 0.25%
14,944
+874
61
$445K 0.25%
2,424
62
$443K 0.25%
4,066
-75
63
$433K 0.24%
3,346
64
$433K 0.24%
5,125
+200
65
$411K 0.23%
4,980
-25
66
$409K 0.23%
8,305
-20,671
67
$394K 0.22%
4,245
+300
68
$384K 0.21%
3,488
-250
69
$365K 0.2%
6,425
-125
70
$361K 0.2%
2,925
+150
71
$355K 0.2%
7,340
+600
72
$346K 0.19%
2,455
-251
73
$342K 0.19%
6,964
-60
74
$340K 0.19%
2,672
75
$340K 0.19%
3,693
1 2
3
4 5