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
$155M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.04M
3
+$3.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M

Top Sells

1
+$5.23M
2
+$5.18M
3
+$2.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.57M

Sector Composition

1 Financials 14.62%
2 Technology 7.24%
3 Healthcare 5.89%
4 Energy 5.82%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.37%
6,492
-713
52
$559K 0.36%
6,685
-46
53
$548K 0.35%
3,393
+946
54
$544K 0.35%
7,564
-10
55
$542K 0.35%
2,264
56
$541K 0.35%
2,301
-190
57
$533K 0.34%
+14,057
58
$509K 0.33%
4,635
-1,685
59
$495K 0.32%
6,901
-698
60
$494K 0.32%
6,006
-27
61
$488K 0.31%
8,730
-260
62
$462K 0.3%
6,277
63
$426K 0.27%
3,538
-414
64
$425K 0.27%
8,286
-259
65
$422K 0.27%
1,700
-14
66
$418K 0.27%
2,968
-126
67
$414K 0.27%
9,617
-132
68
$406K 0.26%
6,378
-50
69
$405K 0.26%
4,765
-55
70
$388K 0.25%
9,941
-6,950
71
$378K 0.24%
3,799
72
$373K 0.24%
5,155
+1,576
73
$358K 0.23%
4,020
74
$352K 0.23%
1,101
-40
75
$350K 0.23%
3,769
-4,558
1 2
3
4 5