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
$158M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$734K
3
+$500K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$489K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$319K

Top Sells

1
+$1.59M
2
+$841K
3
+$686K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$515K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$441K

Sector Composition

1 Financials 24.26%
2 Technology 4.05%
3 Energy 3.9%
4 Consumer Staples 3.86%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.21%
2,940
-135
77
$314K 0.2%
2,685
-11
78
$305K 0.19%
2,489
79
$297K 0.19%
2,758
80
$297K 0.19%
1,689
-300
81
$295K 0.19%
3,655
-400
82
$289K 0.18%
5,031
-600
83
$286K 0.18%
1,645
-143
84
$265K 0.17%
2,389
-195
85
$263K 0.17%
6,524
-369
86
$262K 0.17%
+1,327
87
$258K 0.16%
5,424
-800
88
$253K 0.16%
5,942
-2,975
89
$235K 0.15%
9,555
+305
90
$231K 0.15%
1,872
91
$229K 0.14%
+5,727
92
$227K 0.14%
2,500
93
$226K 0.14%
+1,678
94
$225K 0.14%
+1,440
95
$213K 0.13%
5,058
-90
96
$210K 0.13%
1,275
-5
97
$207K 0.13%
+1,655
98
$205K 0.13%
+5,964
99
– –
-38,643
100
– –
-8,655
1 2 3
4
5