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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$11.6M
3
+$10.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.99%
2 Consumer Staples 4.5%
3 Energy 3.37%
4 Healthcare 3.03%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.18%
+2,425
77
$294K 0.17%
+2,110
78
$291K 0.17%
+6,262
79
$287K 0.17%
+3,827
80
$284K 0.17%
+15,495
81
$284K 0.17%
+2,930
82
$282K 0.17%
+3,610
83
$277K 0.16%
+2,672
84
$271K 0.16%
+3,792
85
$265K 0.16%
+10,297
86
$257K 0.15%
+2,039
87
$248K 0.15%
+2,723
88
$241K 0.14%
+2,291
89
$236K 0.14%
+4,090
90
$236K 0.14%
+7,415
91
$232K 0.14%
+6,000
92
$227K 0.13%
+4,200
93
$225K 0.13%
+26,028
94
$224K 0.13%
+8,250
95
$224K 0.13%
+2,540
96
$219K 0.13%
+3,650
97
$216K 0.13%
+2,812
98
$215K 0.13%
+3,624
99
$215K 0.13%
+2,195
100
$212K 0.13%
+3,980
1 2 3
4
5