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
$173M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$584K
3
+$271K
4
PRU icon
Prudential Financial
PRU
+$216K
5
COST icon
Costco
COST
+$211K

Top Sells

1
+$695K
2
+$669K
3
+$574K
4
BND icon
Vanguard Total Bond Market
BND
+$395K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$329K

Sector Composition

1 Financials 25.8%
2 Energy 3.98%
3 Consumer Staples 3.93%
4 Technology 2.7%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.18%
2,672
77
$299K 0.17%
1,884
-104
78
$292K 0.17%
3,970
79
$283K 0.16%
3,642
-325
80
$282K 0.16%
5,630
-300
81
$279K 0.16%
9,252
+1,052
82
$267K 0.15%
6,313
-100
83
$254K 0.15%
3,028
+43
84
$240K 0.14%
1,603
-30
85
$240K 0.14%
3,541
+100
86
$237K 0.14%
11,454
-2,100
87
$234K 0.14%
3,790
-100
88
$226K 0.13%
3,271
-113
89
$217K 0.13%
4,750
90
$216K 0.12%
+2,079
91
$212K 0.12%
7,064
-1,448
92
$211K 0.12%
+1,319
93
$208K 0.12%
+1,998
94
$206K 0.12%
+5,976
95
$200K 0.12%
+2,015
96
$131K 0.08%
5,918
-500
97
$110K 0.06%
10,000
98
$90K 0.05%
+3,922
99
– –
-1,610
100
– –
-2,687
1 2 3
4
5