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
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$213K
3
+$212K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$195K
5
VHT icon
Vanguard Health Care ETF
VHT
+$99.3K

Top Sells

1
+$1.02M
2
+$511K
3
+$324K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$277K
5
SLB icon
SLB Ltd
SLB
+$235K

Sector Composition

1 Financials 24.08%
2 Energy 3.7%
3 Consumer Staples 3.64%
4 Technology 3.11%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.19%
9,996
-788
77
$318K 0.18%
3,870
-100
78
$315K 0.18%
3,766
79
$312K 0.17%
10,140
-399
80
$282K 0.16%
4,900
81
$281K 0.16%
6,313
82
$277K 0.15%
1,884
83
$276K 0.15%
3,075
-300
84
$273K 0.15%
8,728
-708
85
$269K 0.15%
1,543
86
$264K 0.15%
3,541
87
$250K 0.14%
10,374
-162
88
$248K 0.14%
5,635
89
$247K 0.14%
6,340
+59
90
$245K 0.14%
3,271
91
$237K 0.13%
5,280
92
$237K 0.13%
1,894
+50
93
$228K 0.13%
3,150
94
$225K 0.13%
1,404
95
$224K 0.13%
1,689
96
$222K 0.12%
2,094
-226
97
$220K 0.12%
2,034
98
$217K 0.12%
6,224
-840
99
$215K 0.12%
2,015
100
$214K 0.12%
3,675
-405
1 2 3
4
5