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
$175M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$221K
3
+$214K
4
AMZN icon
Amazon
AMZN
+$64.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.7K

Top Sells

1
+$2.12M
2
+$986K
3
+$903K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$886K
5
BND icon
Vanguard Total Bond Market
BND
+$874K

Sector Composition

1 Financials 24.39%
2 Energy 4.3%
3 Consumer Staples 3.91%
4 Technology 3.5%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.3%
3,950
-10
52
$525K 0.3%
10,368
+125
53
$521K 0.3%
3,505
-225
54
$513K 0.29%
9,681
-3,135
55
$509K 0.29%
3,799
56
$505K 0.29%
8,640
+1,100
57
$505K 0.29%
2,424
58
$497K 0.28%
4,351
59
$486K 0.28%
9,044
-131
60
$480K 0.28%
26,178
-525
61
$475K 0.27%
14,844
-100
62
$468K 0.27%
3,039
-1,161
63
$465K 0.27%
1,385
-35
64
$451K 0.26%
9,771
-275
65
$438K 0.25%
5,225
+100
66
$404K 0.23%
6,250
-25
67
$397K 0.23%
3,250
+100
68
$387K 0.22%
3,313
-50
69
$385K 0.22%
3,690
-25
70
$365K 0.21%
2,398
-16
71
$362K 0.21%
6,712
-16
72
$361K 0.21%
9,384
-363
73
$349K 0.2%
3,608
+383
74
$340K 0.19%
5,557
-1,707
75
$330K 0.19%
3,470
-375
1 2
3
4 5