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
$179M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$592K
3
+$470K
4
VTV icon
Vanguard Value ETF
VTV
+$249K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K

Top Sells

1
+$825K
2
+$551K
3
+$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$309K
5
ADBE icon
Adobe
ADBE
+$238K

Sector Composition

1 Financials 13.27%
2 Technology 9.11%
3 Healthcare 4.95%
4 Energy 4.71%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.19%
1,413
77
$343K 0.19%
3,936
+100
78
$341K 0.19%
6,296
-103
79
$340K 0.19%
3,942
+318
80
$338K 0.19%
1,299
81
$329K 0.18%
1,889
-79
82
$322K 0.18%
1,290
-55
83
$312K 0.17%
2,150
-25
84
$309K 0.17%
917
-4
85
$292K 0.16%
3,946
-315
86
$285K 0.16%
7,567
87
$274K 0.15%
6,538
+150
88
$268K 0.15%
2,599
-40
89
$264K 0.15%
1,954
90
$263K 0.15%
316
+36
91
$257K 0.14%
2,447
92
$256K 0.14%
1,511
93
$256K 0.14%
953
-16
94
$256K 0.14%
1,023
+7
95
$252K 0.14%
7,044
96
$250K 0.14%
1,219
+115
97
$249K 0.14%
2,569
98
$249K 0.14%
+1,526
99
$247K 0.14%
5,595
-125
100
$244K 0.14%
+1,180
2 3
4
5 6