PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$300K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$259K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$249K

Top Sells

1
+$627K
2
+$502K
3
+$455K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Sector Composition

1 Financials 17.85%
2 Technology 8.09%
3 Consumer Discretionary 4.46%
4 Healthcare 3.9%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.35%
31,690
+490
52
$650K 0.35%
8,660
-208
53
$645K 0.34%
887
54
$642K 0.34%
2,777
-5
55
$619K 0.33%
6,453
-230
56
$588K 0.31%
7,490
-133
57
$554K 0.29%
7,888
+202
58
$516K 0.27%
1,319
+99
59
$513K 0.27%
1,945
+77
60
$507K 0.27%
1,948
+92
61
$507K 0.27%
8,648
-175
62
$505K 0.27%
5,190
-355
63
$502K 0.27%
1,710
64
$477K 0.25%
8,840
+536
65
$464K 0.25%
7,830
-100
66
$463K 0.25%
3,822
-125
67
$461K 0.25%
6,580
-50
68
$460K 0.24%
2,720
-35
69
$438K 0.23%
1,369
+160
70
$435K 0.23%
2,628
-215
71
$424K 0.23%
4,460
+404
72
$417K 0.22%
8,590
+190
73
$416K 0.22%
3,322
74
$415K 0.22%
7,637
-275
75
$412K 0.22%
7,368
+2,608
1 2
3
4 5