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
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$786K
3
+$786K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$531K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$415K

Top Sells

1
+$1.03M
2
+$960K
3
+$778K
4
WEC icon
WEC Energy
WEC
+$312K
5
ACN icon
Accenture
ACN
+$277K

Sector Composition

1 Financials 13.11%
2 Technology 8.04%
3 Healthcare 5.24%
4 Energy 5.21%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$569K 0.36%
2,264
52
$562K 0.36%
4,795
-935
53
$515K 0.33%
6,598
-303
54
$506K 0.32%
5,768
-238
55
$502K 0.32%
3,150
-243
56
$487K 0.31%
7,590
-1,140
57
$481K 0.31%
2,153
-148
58
$476K 0.3%
17,120
-920
59
$474K 0.3%
19,092
-5,854
60
$474K 0.3%
6,277
61
$469K 0.3%
6,764
-800
62
$457K 0.29%
4,513
-122
63
$442K 0.28%
1,146
+45
64
$441K 0.28%
5,715
-970
65
$421K 0.27%
3,430
66
$416K 0.27%
4,735
-30
67
$401K 0.26%
+14,598
68
$393K 0.25%
4,020
69
$392K 0.25%
+1,223
70
$388K 0.25%
2,962
-6
71
$379K 0.24%
1,326
-50
72
$375K 0.24%
7,177
-41
73
$372K 0.24%
5,008
-1,508
74
$371K 0.24%
7,515
75
$370K 0.24%
3,908
+139
1 2
3
4 5