PBO
Peoples Bank (Ohio) Portfolio holdings
AUM $162M
1-Year Return
12.39%
This Quarter Return
+7.91%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$162M
AUM Growth
+$9.41M
(+6.2%)
Cap. Flow
-$51.1K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
51.57%
Holding
100
New
6
Increased
23
Reduced
54
Closed
3
Top Buys
| 1 |
iShares Core Dividend ETF
DIVB
|
+$1.64M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$908K |
| 3 |
Micron Technology
MU
|
+$812K |
| 4 |
NVIDIA
NVDA
|
+$805K |
| 5 |
TSMC
TSM
|
+$718K |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.75M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$647K |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$611K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$450K |
| 5 |
UnitedHealth
UNH
|
+$433K |
Sector Composition
| 1 | Financials | 14.34% |
| 2 | Technology | 9.33% |
| 3 | Energy | 3.82% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Consumer Staples | 3.13% |
