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
$147M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.16M
3
+$793K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$526K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$346K

Top Sells

1
+$1.74M
2
+$1.22M
3
+$1.14M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$967K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$477K

Sector Composition

1 Financials 14.88%
2 Technology 7.78%
3 Consumer Discretionary 5.23%
4 Consumer Staples 3.93%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.21%
+22,600
77
$303K 0.21%
5,880
-36
78
$300K 0.2%
1,327
+121
79
$298K 0.2%
956
+176
80
$277K 0.19%
2,915
81
$275K 0.19%
7,903
-284
82
$272K 0.18%
555
+29
83
$269K 0.18%
5,573
+155
84
$266K 0.18%
1,705
85
$266K 0.18%
6,997
-4,590
86
$264K 0.18%
1,768
87
$253K 0.17%
2,435
-580
88
$243K 0.17%
7,500
-1,275
89
$230K 0.16%
+1,836
90
$229K 0.16%
+2,416
91
$222K 0.15%
+1,340
92
$218K 0.15%
+939
93
$207K 0.14%
3,597
-1,928
94
$200K 0.14%
+1,217
95
– –
-3,455
96
– –
-22,220
97
– –
-5,200
98
– –
-9,016
99
– –
-22,466
100
– –
-22,108
1 2 3
4