PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$163M
1-Year Est. Return
13.11%
1 Year Est. Return
+13.11%
AUM
$163M
AUM Growth
+$892K
(+0.55%)
Holding
101
Top Buys
| 1 | +$994K | |
| 2 | +$381K | |
| 3 | +$237K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$236K |
| 5 |
UnitedHealth
UNH
|
+$230K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$1.32M | |
| 3 | +$1.12M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$423K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$375K |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-6,041
|
|