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
$149M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.11M
3
+$2.06M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$1.22M
5
USB icon
US Bancorp
USB
+$534K

Top Sells

1
+$4.89M
2
+$3.95M
3
+$2.03M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M
5
PEBO icon
Peoples Bancorp
PEBO
+$1.64M

Sector Composition

1 Financials 25.07%
2 Consumer Staples 4.03%
3 Energy 3.84%
4 Technology 3.58%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.21%
4,244
+1,270
77
$307K 0.21%
1,078
-54
78
$306K 0.21%
6,364
-3,803
79
$298K 0.2%
2,758
-158
80
$295K 0.2%
8,038
-330
81
$295K 0.2%
3,075
+355
82
$295K 0.2%
6,180
83
$291K 0.2%
2,489
+275
84
$286K 0.19%
+6,893
85
$286K 0.19%
5,675
-167
86
$285K 0.19%
1,788
+493
87
$284K 0.19%
2,584
-8
88
$280K 0.19%
3,139
+389
89
$278K 0.19%
+5,631
90
$264K 0.18%
6,064
+80
91
$254K 0.17%
9,250
-995
92
$249K 0.17%
6,224
93
$248K 0.17%
2,870
+162
94
$246K 0.17%
2,696
-56
95
$241K 0.16%
1,280
-25
96
$231K 0.16%
4,880
-600
97
$227K 0.15%
2,500
+100
98
$208K 0.14%
1,872
99
$204K 0.14%
5,148
-550
100
$201K 0.14%
+5,156
1 2 3
4
5