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
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$786K
3
+$786K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$531K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$415K

Top Sells

1
+$1.03M
2
+$960K
3
+$778K
4
WEC icon
WEC Energy
WEC
+$312K
5
ACN icon
Accenture
ACN
+$277K

Sector Composition

1 Financials 13.11%
2 Technology 8.04%
3 Healthcare 5.24%
4 Energy 5.21%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$367K 0.23%
1,971
-30
77
$359K 0.23%
5,793
-585
78
$357K 0.23%
8,831
-1,110
79
$346K 0.22%
1,517
-183
80
$335K 0.21%
8,223
-63
81
$325K 0.21%
3,929
+130
82
$321K 0.21%
3,986
83
$321K 0.21%
5,882
+175
84
$321K 0.21%
9,417
-200
85
$320K 0.2%
3,744
86
$319K 0.2%
1,705
87
$305K 0.19%
1,352
-35
88
$296K 0.19%
2,560
89
$293K 0.19%
7,531
-1,307
90
$292K 0.19%
2,017
+171
91
$291K 0.19%
2,175
-105
92
$287K 0.18%
7,567
93
$286K 0.18%
2,885
94
$270K 0.17%
761
-218
95
$267K 0.17%
4,604
-551
96
$257K 0.16%
718
-10
97
$253K 0.16%
3,975
98
$248K 0.16%
7,044
-733
99
$248K 0.16%
2,528
100
$246K 0.16%
8,287
+287
2 3
4
5 6