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
$147M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.16M
3
+$793K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$526K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$346K

Top Sells

1
+$1.74M
2
+$1.22M
3
+$1.14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$967K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$477K

Sector Composition

1 Financials 14.88%
2 Technology 7.78%
3 Consumer Discretionary 5.23%
4 Consumer Staples 3.93%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.34%
2,094
+16
52
$504K 0.34%
7,268
-16
53
$488K 0.33%
2,050
54
$481K 0.33%
3,250
-40
55
$474K 0.32%
22,000
-1,696
56
$472K 0.32%
2,314
-343
57
$469K 0.32%
7,780
-1,272
58
$459K 0.31%
2,297
+118
59
$408K 0.28%
5,050
+91
60
$390K 0.27%
5,184
61
$382K 0.26%
6,417
-450
62
$366K 0.25%
7,065
-1,175
63
$364K 0.25%
2,980
64
$362K 0.25%
8,137
+1,177
65
$357K 0.24%
1,714
+314
66
$357K 0.24%
9,058
-419
67
$356K 0.24%
2,868
-35
68
$347K 0.24%
4,740
+820
69
$346K 0.24%
3,926
70
$337K 0.23%
1,714
+125
71
$327K 0.22%
9,650
+500
72
$325K 0.22%
+900
73
$318K 0.22%
4,200
+200
74
$316K 0.21%
6,097
+95
75
$306K 0.21%
5,144
+971
1 2
3
4