PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$11.6M
3 +$10.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.88M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.99%
2 Consumer Staples 4.5%
3 Energy 3.37%
4 Healthcare 3.03%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.12%
+2,985
102
$205K 0.12%
+3,296
103
$200K 0.12%
+3,441
104
$154K 0.09%
+12,285
105
$153K 0.09%
+10,000
106
$110K 0.07%
+3,930