PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$300K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$259K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$249K

Top Sells

1
+$627K
2
+$502K
3
+$455K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Sector Composition

1 Financials 17.85%
2 Technology 8.09%
3 Consumer Discretionary 4.46%
4 Healthcare 3.9%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.22%
712
-4
77
$397K 0.21%
2,044
+104
78
$380K 0.2%
2,860
-2
79
$378K 0.2%
6,265
-183
80
$376K 0.2%
4,475
+110
81
$374K 0.2%
5,562
82
$367K 0.2%
2,565
83
$365K 0.19%
17,887
-1,457
84
$364K 0.19%
4,287
-90
85
$364K 0.19%
1,631
-622
86
$360K 0.19%
429
+195
87
$353K 0.19%
8,725
88
$352K 0.19%
3,343
89
$349K 0.19%
1,314
-97
90
$349K 0.19%
8,128
+16
91
$340K 0.18%
6,375
+175
92
$339K 0.18%
3,343
93
$337K 0.18%
1,705
94
$315K 0.17%
1,638
+50
95
$309K 0.16%
8,480
-288
96
$299K 0.16%
1,335
+23
97
$287K 0.15%
675
-30
98
$285K 0.15%
1,020
-20
99
$283K 0.15%
3,654
-1,825
100
$275K 0.15%
1,895
+40
1 2 3
4
5