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
$163M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.11M
3
+$531K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$420K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$228K

Top Sells

1
+$1.65M
2
+$354K
3
+$321K
4
DVY icon
iShares Select Dividend ETF
DVY
+$305K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$292K

Sector Composition

1 Financials 12.52%
2 Technology 9.18%
3 Healthcare 5.34%
4 Energy 4.88%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.41%
5,660
-85
52
$650K 0.4%
7,490
-100
53
$574K 0.35%
1,194
-14
54
$571K 0.35%
14,443
-343
55
$566K 0.35%
1,280
+134
56
$544K 0.33%
6,464
-134
57
$537K 0.33%
5,738
-30
58
$496K 0.3%
3,430
59
$490K 0.3%
4,492
-21
60
$489K 0.3%
4,015
-5
61
$481K 0.29%
3,567
+417
62
$471K 0.29%
6,277
63
$445K 0.27%
2,090
-63
64
$418K 0.26%
6,539
-225
65
$416K 0.25%
6,915
+1,122
66
$416K 0.25%
5,610
-105
67
$410K 0.25%
3,062
+100
68
$403K 0.25%
1,321
-5
69
$398K 0.24%
4,660
-75
70
$384K 0.24%
14,598
71
$374K 0.23%
7,227
+50
72
$358K 0.22%
14,497
-4,595
73
$357K 0.22%
8,779
-52
74
$355K 0.22%
1,971
75
$353K 0.22%
1,705
1 2
3
4 5