PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$163M
1-Year Est. Return
18.72%
This Fund
S&P 500
1 Year Est. Return
+18.72%
AUM
$163M
AUM Growth
+$1.72M
(+1.1%)
Holding
108
Top Buys
| 1 | +$1.61M | |
| 2 | +$951K | |
| 3 | +$910K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$500K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$450K |
Top Sells
| 1 | +$743K | |
| 2 | +$577K | |
| 3 | +$381K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$334K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$286K |
Sector Composition
| 1 | Financials | 12.91% |
| 2 | Technology | 8.59% |
| 3 | Energy | 5.62% |
| 4 | Consumer Discretionary | 3.67% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
JBS
101
JBS N.V.
JBS
$13.1B
| $197K | 0.12% |
10,950
-1,550
|
|
||
102
GE HealthCare
GEHC
$28.2B
| – | – |
-2,797
|
|
||
103
iShares National Muni Bond ETF
MUB
$44.8B
| – | – |
-2,227
|
|
||
104
VanEck Short Muni ETF
SMB
$305M
| – | – |
-21,899
|
|
||
105
UnitedHealth
UNH
$343B
| – | – |
-711
|
|
||
|
106
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.7B
| – | – |
-3,992
|
|
||
107
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
| – | – |
-3,252
|
|
||
108
Vanguard Short-Term Bond ETF
BSV
$44.4B
| – | – |
-2,685
|
|