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
$149M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.11M
3
+$2.06M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$1.22M
5
USB icon
US Bancorp
USB
+$534K

Top Sells

1
+$4.89M
2
+$3.95M
3
+$2.03M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M
5
PEBO icon
Peoples Bancorp
PEBO
+$1.64M

Sector Composition

1 Financials 25.07%
2 Consumer Staples 4.03%
3 Energy 3.84%
4 Technology 3.58%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.36%
2,424
52
$519K 0.35%
3,365
+475
53
$507K 0.34%
3,669
-35
54
$480K 0.32%
12,601
-4,122
55
$477K 0.32%
3,643
-301
56
$475K 0.32%
22,938
-240
57
$472K 0.32%
10,046
+775
58
$460K 0.31%
4,983
-85
59
$444K 0.3%
7,907
+100
60
$441K 0.3%
+3,454
61
$436K 0.29%
4,314
-50
62
$431K 0.29%
3,725
+150
63
$426K 0.29%
9,843
-650
64
$415K 0.28%
4,822
+175
65
$405K 0.27%
9,348
+937
66
$402K 0.27%
7,770
-4,662
67
$374K 0.25%
4,055
+830
68
$368K 0.25%
5,904
+709
69
$366K 0.25%
8,917
-290
70
$362K 0.24%
1,777
+274
71
$360K 0.24%
11,576
-250
72
$335K 0.23%
2,509
+247
73
$324K 0.22%
3,173
+360
74
$311K 0.21%
10,275
-1,100
75
$311K 0.21%
+1,989
1 2
3
4 5