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
$170M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$255K
3
+$239K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$222K
5
NEE icon
NextEra Energy
NEE
+$200K

Top Sells

1
+$769K
2
+$489K
3
+$447K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$363K
5
CAH icon
Cardinal Health
CAH
+$340K

Sector Composition

1 Financials 26.32%
2 Energy 3.74%
3 Technology 3.56%
4 Consumer Staples 3.22%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.3%
5,735
-370
52
$495K 0.29%
2,424
53
$490K 0.29%
5,103
-227
54
$484K 0.28%
3,771
-59
55
$472K 0.28%
4,325
-26
56
$468K 0.28%
25,203
-975
57
$463K 0.27%
10,097
-271
58
$453K 0.27%
2,950
-89
59
$451K 0.27%
8,672
-372
60
$441K 0.26%
5,275
+50
61
$410K 0.24%
8,581
-1,100
62
$402K 0.24%
3,015
-490
63
$402K 0.24%
5,206
-2,020
64
$400K 0.24%
14,324
-520
65
$398K 0.23%
3,300
+50
66
$396K 0.23%
1,274
-111
67
$394K 0.23%
5,800
-450
68
$372K 0.22%
3,933
+325
69
$370K 0.22%
8,613
+35
70
$366K 0.22%
6,712
71
$353K 0.21%
2,320
-78
72
$344K 0.2%
3,088
-225
73
$340K 0.2%
9,030
-354
74
$335K 0.2%
2,214
75
$325K 0.19%
6,023
-215
1 2
3
4 5