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
$162M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$908K
3
+$812K
4
NVDA icon
NVIDIA
NVDA
+$805K
5
TSM icon
TSMC
TSM
+$718K

Top Sells

1
+$1.75M
2
+$647K
3
+$611K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$450K
5
UNH icon
UnitedHealth
UNH
+$433K

Sector Composition

1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
76
Vanguard Value ETF
VTV
$147B
$275K 0.17%
1,557
-100
PRU icon
77
Prudential Financial
PRU
$35.1B
$274K 0.17%
2,549
UBSI icon
78
United Bankshares
UBSI
$4.86B
$257K 0.16%
7,044
WMT icon
79
Walmart
WMT
$849B
$254K 0.16%
2,602
+171
CHTR icon
80
Charter Communications
CHTR
$34.9B
$251K 0.16%
615
MEAR icon
81
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
$248K 0.15%
4,935
-169
HON icon
82
Honeywell
HON
$129B
$246K 0.15%
1,055
HYG icon
83
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$242K 0.15%
3,000
CME icon
84
CME Group
CME
$94.6B
$241K 0.15%
875
GPC icon
85
Genuine Parts
GPC
$18.6B
$237K 0.15%
1,950
-485
KO icon
86
Coca-Cola
KO
$291B
$233K 0.14%
3,298
+50
SJNK icon
87
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$232K 0.14%
9,094
PPG icon
88
PPG Industries
PPG
$22.8B
$231K 0.14%
2,030
-80
IWM icon
89
iShares Russell 2000 ETF
IWM
$69.9B
$229K 0.14%
1,062
-270
BP icon
90
BP
BP
$84.1B
$226K 0.14%
7,567
BMY icon
91
Bristol-Myers Squibb
BMY
$88.3B
$223K 0.14%
4,819
-600
NEE icon
92
NextEra Energy
NEE
$175B
$220K 0.14%
3,175
-333
COP icon
93
ConocoPhillips
COP
$109B
$220K 0.14%
2,450
-164
PGR icon
94
Progressive
PGR
$130B
$215K 0.13%
804
-127
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$39B
$211K 0.13%
+2,685
GEHC icon
96
GE HealthCare
GEHC
$33.5B
$208K 0.13%
+2,809
JBS
97
JBS N.V.
JBS
$14.1B
$183K 0.11%
+12,500
UNH icon
98
UnitedHealth
UNH
$323B
– –
-826
VRIG icon
99
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
– –
-16,891
ATSG
100
DELISTED
Air Transport Services Group
ATSG
– –
-9,832
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