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
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.51M
3
+$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Top Sells

1
+$3.7M
2
+$2.03M
3
+$1.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.44M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$916K

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.22%
5,000
-75
77
$431K 0.22%
+1,786
78
$430K 0.22%
8,323
+1,155
79
$425K 0.21%
3,831
+534
80
$422K 0.21%
2,603
+422
81
$419K 0.21%
+1,597
82
$417K 0.21%
2,030
-3,156
83
$399K 0.2%
1,492
-482
84
$398K 0.2%
1,179
-125
85
$393K 0.2%
3,024
+382
86
$380K 0.19%
2,070
+407
87
$378K 0.19%
1,514
+3
88
$356K 0.18%
1,705
89
$353K 0.18%
7,123
+1,423
90
$345K 0.17%
3,445
-200
91
$344K 0.17%
3,343
92
$341K 0.17%
1,537
93
$333K 0.17%
4,470
94
$329K 0.17%
5,082
-480
95
$317K 0.16%
2,314
-285
96
$317K 0.16%
2,415
-100
97
$313K 0.16%
410
-19
98
$312K 0.16%
9,332
99
$312K 0.16%
3,904
+25
100
$311K 0.16%
+2,823
2 3
4
5 6