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
$184M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.57M
3
+$1.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$937K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$580K

Top Sells

1
+$2.33M
2
+$2.22M
3
+$2.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$839K

Sector Composition

1 Financials 19.39%
2 Technology 7.35%
3 Consumer Discretionary 4.47%
4 Healthcare 3.4%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.34%
2,235
+185
52
$603K 0.33%
6,863
-1,389
53
$594K 0.32%
5,760
+980
54
$577K 0.31%
3,087
+122
55
$561K 0.3%
7,417
+8
56
$553K 0.3%
896
-25
57
$552K 0.3%
6,775
+950
58
$541K 0.29%
2,930
+100
59
$535K 0.29%
8,473
+343
60
$514K 0.28%
22,476
-715
61
$489K 0.27%
5,254
+118
62
$481K 0.26%
+6,610
63
$462K 0.25%
2,180
-96
64
$459K 0.25%
+8,291
65
$457K 0.25%
2,369
-226
66
$456K 0.25%
7,849
+285
67
$445K 0.24%
1,832
+64
68
$442K 0.24%
2,945
-25
69
$434K 0.24%
5,588
-85
70
$427K 0.23%
1,752
+42
71
$407K 0.22%
7,885
-526
72
$406K 0.22%
6,964
+245
73
$399K 0.22%
6,265
-10
74
$395K 0.21%
29,600
+4,960
75
$388K 0.21%
1,405
+106
1 2
3
4 5