PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.07M
3
+$871K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$851K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$737K

Top Sells

1
+$4.84M
2
+$2.75M
3
+$1.52M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$957K

Sector Composition

1 Financials 17.88%
2 Consumer Staples 4.47%
3 Energy 3.68%
4 Technology 3.12%
5 Healthcare 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,465
102
– –
-5,882
103
– –
-6,480
104
– –
-2,291
105
– –
-2,540
106
– –
-3,650
107
– –
-32,064
108
– –
-4,200
109
– –
-3,296
1 2 3 4
5