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
$175M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$221K
3
+$214K
4
AMZN icon
Amazon
AMZN
+$64.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.7K

Top Sells

1
+$2.12M
2
+$986K
3
+$903K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$886K
5
BND icon
Vanguard Total Bond Market
BND
+$874K

Sector Composition

1 Financials 24.39%
2 Energy 4.3%
3 Consumer Staples 3.91%
4 Technology 3.5%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.19%
8,578
-150
77
$327K 0.19%
3,870
78
$327K 0.19%
6,238
79
$319K 0.18%
2,214
80
$318K 0.18%
3,220
-248
81
$310K 0.18%
4,900
82
$295K 0.17%
1,501
-30
83
$280K 0.16%
9,930
84
$277K 0.16%
3,291
-450
85
$272K 0.16%
4,955
-30
86
$267K 0.15%
3,243
87
$267K 0.15%
1,821
-63
88
$264K 0.15%
+9,620
89
$261K 0.15%
1,689
90
$259K 0.15%
1,389
-15
91
$253K 0.14%
6,224
92
$242K 0.14%
5,280
93
$239K 0.14%
3,341
94
$237K 0.14%
2,834
-491
95
$231K 0.13%
2,009
-25
96
$229K 0.13%
1,565
97
$226K 0.13%
5,648
98
$221K 0.13%
+1,105
99
$220K 0.13%
1,855
100
$214K 0.12%
+1,994
1 2 3
4
5