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
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.51M
3
+$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Top Sells

1
+$3.7M
2
+$2.03M
3
+$1.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.44M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$916K

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$761K 0.38%
2,657
-100
52
$737K 0.37%
28,090
+9,200
53
$727K 0.37%
1,426
+132
54
$718K 0.36%
2,761
-241
55
$709K 0.36%
5,380
-155
56
$706K 0.35%
8,156
-125
57
$694K 0.35%
8,030
+800
58
$629K 0.32%
6,213
+1,926
59
$608K 0.31%
6,283
-100
60
$589K 0.3%
9,360
+1,020
61
$584K 0.29%
2,264
62
$578K 0.29%
7,855
-1,336
63
$564K 0.28%
6,845
-17,425
64
$558K 0.28%
7,644
-36
65
$558K 0.28%
6,588
-712
66
$540K 0.27%
1,690
67
$532K 0.27%
4,220
+433
68
$525K 0.26%
9,265
+835
69
$515K 0.26%
10,100
+1,239
70
$495K 0.25%
3,870
+1,325
71
$480K 0.24%
8,375
-200
72
$468K 0.23%
1,124
-2,201
73
$450K 0.23%
824
74
$443K 0.22%
3,746
+428
75
$440K 0.22%
7,896
+334
1 2
3
4 5