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
$172M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$1.58M
3
+$763K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$746K
5
BND icon
Vanguard Total Bond Market
BND
+$620K

Top Sells

1
+$2.7M
2
+$1.96M
3
+$1.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Financials 27.09%
2 Energy 4.06%
3 Technology 3.68%
4 Consumer Staples 3.16%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.19%
3,775
+50
77
$317K 0.18%
3,063
-25
78
$311K 0.18%
1,489
+50
79
$305K 0.18%
3,295
-638
80
$299K 0.17%
2,214
81
$295K 0.17%
10,370
82
$289K 0.17%
2,955
-265
83
$277K 0.16%
6,224
84
$275K 0.16%
5,798
-225
85
$272K 0.16%
2,592
+423
86
$268K 0.16%
2,920
+175
87
$267K 0.16%
1,689
88
$262K 0.15%
3,308
+17
89
$247K 0.14%
1,852
+26
90
$246K 0.14%
2,809
-28
91
$241K 0.14%
5,480
+200
92
$238K 0.14%
2,940
-2,266
93
$231K 0.13%
5,528
+620
94
$227K 0.13%
+1,872
95
$221K 0.13%
6,882
-738
96
$218K 0.13%
+2,550
97
$215K 0.13%
1,315
98
$205K 0.12%
1,250
-239
99
$172K 0.1%
2,639
-80
100
$121K 0.07%
5,053
1 2 3
4
5