PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$585K
3
+$271K
4
COST icon
Costco
COST
+$201K
5
CMCSA icon
Comcast
CMCSA
+$200K

Top Sells

1
+$706K
2
+$573K
3
+$570K
4
BND icon
Vanguard Total Bond Market
BND
+$401K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$330K

Sector Composition

1 Financials 25.8%
2 Energy 3.98%
3 Consumer Staples 3.93%
4 Technology 2.64%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,689
102
– –
-4,900
1 2 3 4
5