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
$179M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$592K
3
+$470K
4
VTV icon
Vanguard Value ETF
VTV
+$249K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K

Top Sells

1
+$825K
2
+$551K
3
+$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$309K
5
ADBE icon
Adobe
ADBE
+$238K

Sector Composition

1 Financials 13.27%
2 Technology 9.11%
3 Healthcare 4.95%
4 Energy 4.71%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.44%
1,491
-59
52
$763K 0.43%
5,760
-90
53
$657K 0.37%
3,609
+169
54
$653K 0.36%
3,165
-140
55
$648K 0.36%
3,940
-50
56
$614K 0.34%
3,215
+50
57
$603K 0.34%
10,911
-2,121
58
$594K 0.33%
5,440
-46
59
$574K 0.32%
1,160
+22
60
$554K 0.31%
3,228
+160
61
$519K 0.29%
10,407
-410
62
$488K 0.27%
6,277
63
$475K 0.26%
4,046
+90
64
$469K 0.26%
4,980
-200
65
$453K 0.25%
4,496
-1,028
66
$449K 0.25%
1,294
-8
67
$449K 0.25%
3,953
-120
68
$433K 0.24%
1,211
-55
69
$431K 0.24%
2,780
-957
70
$427K 0.24%
3,352
-192
71
$411K 0.23%
7,192
-205
72
$385K 0.21%
6,301
-66
73
$356K 0.2%
14,110
74
$352K 0.2%
1,260
-25
75
$351K 0.2%
755
+54
1 2
3
4 5