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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.24%
2,588
-15
77
$394K 0.24%
8,325
-50
78
$386K 0.24%
824
79
$374K 0.23%
4,920
-80
80
$367K 0.23%
7,267
-61,741
81
$364K 0.23%
3,799
+53
82
$346K 0.21%
3,858
+27
83
$340K 0.21%
1,041
-83
84
$330K 0.2%
1,187
+8
85
$325K 0.2%
7,621
-275
86
$322K 0.2%
2,096
+26
87
$305K 0.19%
+2,622
88
$304K 0.19%
3,904
89
$302K 0.19%
1,537
90
$300K 0.19%
1,175
91
$296K 0.18%
4,470
92
$294K 0.18%
1,705
93
$291K 0.18%
19,210
-9,930
94
$291K 0.18%
1,463
-29
95
$285K 0.18%
8,124
-286
96
$276K 0.17%
2,415
97
$269K 0.17%
2,995
-450
98
$269K 0.17%
2,790
99
$268K 0.17%
9,332
100
$267K 0.17%
3,343
2 3
4
5 6