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
$158M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$734K
3
+$500K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$489K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$319K

Top Sells

1
+$1.59M
2
+$841K
3
+$686K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$515K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K

Sector Composition

1 Financials 24.26%
2 Technology 4.05%
3 Energy 3.9%
4 Consumer Staples 3.86%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.36%
3,449
-194
52
$545K 0.34%
13,343
-6,417
53
$540K 0.34%
21,618
-1,320
54
$530K 0.34%
9,815
+467
55
$511K 0.32%
9,525
-521
56
$503K 0.32%
4,593
-390
57
$471K 0.3%
3,628
-97
58
$464K 0.29%
4,872
+50
59
$463K 0.29%
9,705
-1,203
60
$458K 0.29%
4,060
-254
61
$442K 0.28%
7,467
-440
62
$435K 0.27%
1,798
+21
63
$428K 0.27%
9,193
-650
64
$413K 0.26%
4,205
+1,066
65
$410K 0.26%
11,326
-250
66
$371K 0.23%
1,070
-8
67
$363K 0.23%
4,546
+302
68
$352K 0.22%
3,123
-50
69
$349K 0.22%
2,279
-230
70
$348K 0.22%
5,214
-690
71
$342K 0.22%
7,047
+683
72
$339K 0.21%
6,180
73
$336K 0.21%
5,675
74
$332K 0.21%
7,718
-320
75
$329K 0.21%
9,925
-350
1 2
3
4 5