PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$162M
This Quarter Return
+9.58%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+7.1%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
60.17%
Holding
102
New
7
Increased
33
Reduced
47
Closed
4
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$811K |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$584K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$271K |
| 4 |
Prudential Financial
PRU
|
$216K |
| 5 |
Costco
COST
|
$211K |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$695K |
| 2 |
Peoples Bancorp
PEBO
|
$669K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$574K |
| 4 |
Vanguard Total Bond Market
BND
|
$395K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$329K |
Sector Composition
| 1 | Financials | 25.8% |
| 2 | Energy | 3.98% |
| 3 | Consumer Staples | 3.93% |
| 4 | Technology | 2.7% |
| 5 | Healthcare | 2.37% |