PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$380K
3
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$3.18M
2
+$1.27M
3
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.16%
2,602
77
$266K 0.16%
7,717
+150
78
$262K 0.16%
7,044
79
$257K 0.16%
2,140
-130
80
$245K 0.15%
1,012
-50
81
$239K 0.15%
3,167
-8
82
$237K 0.15%
+2,227
83
$236K 0.15%
875
84
$236K 0.14%
+2,800
85
$232K 0.14%
2,450
86
$230K 0.14%
+666
87
$227K 0.14%
1,144
+25
88
$221K 0.14%
2,129
-420
89
$218K 0.13%
3,289
-9
90
$217K 0.13%
4,819
91
$217K 0.13%
2,060
+30
92
$212K 0.13%
2,685
93
$211K 0.13%
2,809
94
$187K 0.11%
12,500
95
– –
-615
96
– –
-3,000
97
– –
-4,935
98
– –
-804
99
– –
-11,459
100
– –
-9,094
1 2 3
4
5