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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.42%
48,775
52
$671K 0.41%
8,185
+155
53
$660K 0.41%
3,780
-10
54
$630K 0.39%
6,800
+587
55
$606K 0.37%
2,696
-65
56
$586K 0.36%
8,156
57
$584K 0.36%
7,574
-70
58
$568K 0.35%
4,825
+955
59
$561K 0.35%
4,217
-3
60
$534K 0.33%
6,890
+302
61
$501K 0.31%
9,887
-213
62
$500K 0.31%
7,998
+143
63
$499K 0.31%
6,183
-100
64
$486K 0.3%
1,690
65
$479K 0.3%
6,512
-333
66
$468K 0.29%
2,264
67
$456K 0.28%
9,390
+30
68
$454K 0.28%
8,667
+344
69
$446K 0.28%
9,406
-128,309
70
$444K 0.27%
9,365
+100
71
$429K 0.27%
3,039
+15
72
$422K 0.26%
4,644
-736
73
$413K 0.26%
1,902
+305
74
$399K 0.25%
6,336
+2,493
75
$397K 0.25%
1,796
+10
1 2
3
4 5