PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$380K
3
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$3.18M
2
+$1.27M
3
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.39%
2,259
+25
52
$635K 0.39%
832
+93
53
$623K 0.38%
3,675
54
$584K 0.36%
1,770
-189
55
$562K 0.35%
2,428
-33
56
$560K 0.34%
4,780
-200
57
$527K 0.32%
7,703
+231
58
$523K 0.32%
2,546
-24
59
$484K 0.3%
5,900
-150
60
$470K 0.29%
2,534
-10
61
$467K 0.29%
2,283
-17
62
$422K 0.26%
3,150
-45
63
$418K 0.26%
1,273
64
$403K 0.25%
5,983
-50
65
$383K 0.24%
1,123
66
$381K 0.23%
+21,899
67
$377K 0.23%
1,926
68
$375K 0.23%
1,015
-30
69
$358K 0.22%
753
-4
70
$356K 0.22%
1,027
-17
71
$319K 0.2%
1,908
-25
72
$310K 0.19%
2,208
-378
73
$290K 0.18%
2,250
-281
74
$289K 0.18%
1,548
-9
75
$272K 0.17%
1,960
+10
1 2
3
4 5