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
$179M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$213K
3
+$212K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$195K
5
VHT icon
Vanguard Health Care ETF
VHT
+$99.3K

Top Sells

1
+$1.02M
2
+$511K
3
+$324K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$277K
5
SLB icon
SLB Ltd
SLB
+$235K

Sector Composition

1 Financials 24.08%
2 Energy 3.7%
3 Consumer Staples 3.64%
4 Technology 3.11%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.12%
+2,400
102
$212K 0.12%
+1,670
103
$122K 0.07%
5,103
104
– –
-4,750
105
– –
-3,013
1 2 3 4
5