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
$163M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.11M
3
+$531K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$420K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$228K

Top Sells

1
+$1.65M
2
+$354K
3
+$321K
4
DVY icon
iShares Select Dividend ETF
DVY
+$305K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$292K

Sector Composition

1 Financials 12.52%
2 Technology 9.18%
3 Healthcare 5.34%
4 Energy 4.88%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.21%
3,986
77
$347K 0.21%
3,929
78
$340K 0.21%
7,240
-275
79
$326K 0.2%
4,710
-298
80
$323K 0.2%
2,175
81
$321K 0.2%
1,352
82
$318K 0.19%
2,556
-4
83
$316K 0.19%
3,744
84
$298K 0.18%
8,128
-95
85
$296K 0.18%
2,860
-25
86
$283K 0.17%
742
-19
87
$276K 0.17%
9,079
-338
88
$271K 0.17%
1,020
89
$267K 0.16%
7,567
90
$261K 0.16%
711
-7
91
$260K 0.16%
1,210
-307
92
$258K 0.16%
938
93
$256K 0.16%
2,620
+243
94
$256K 0.16%
1,161
95
$251K 0.15%
4,447
-157
96
$247K 0.15%
2,518
-10
97
$245K 0.15%
3,965
-10
98
$244K 0.15%
2,560
99
$242K 0.15%
969
100
$238K 0.15%
2,105
-2,690
1 2 3
4
5