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
$172M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.58M
3
+$763K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$746K
5
BND icon
Vanguard Total Bond Market
BND
+$620K

Top Sells

1
+$2.7M
2
+$1.96M
3
+$1.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Financials 27.09%
2 Energy 4.06%
3 Technology 3.68%
4 Consumer Staples 3.16%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.33%
5,093
-10
52
$557K 0.32%
11,043
-246
53
$530K 0.31%
3,739
-60
54
$525K 0.31%
5,493
-242
55
$520K 0.3%
24,453
-750
56
$518K 0.3%
3,306
+60
57
$509K 0.3%
8,793
+121
58
$504K 0.29%
10,146
+425
59
$492K 0.29%
3,693
-78
60
$485K 0.28%
2,424
61
$465K 0.27%
4,214
-111
62
$440K 0.26%
5,275
63
$422K 0.25%
9,682
-415
64
$408K 0.24%
3,015
65
$402K 0.23%
8,007
-574
66
$396K 0.23%
3,300
67
$377K 0.22%
8,759
+146
68
$376K 0.22%
2,295
-25
69
$376K 0.22%
5,700
-100
70
$374K 0.22%
8,702
-328
71
$374K 0.22%
1,274
72
$369K 0.21%
13,425
-899
73
$351K 0.2%
4,600
74
$347K 0.2%
6,180
-532
75
$338K 0.2%
4,855
-100
1 2
3
4 5