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
$175M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$205K
3 +$205K
4
AMZN icon
Amazon
AMZN
+$60.5K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.1K

Top Sells

1 +$2.07M
2 +$991K
3 +$889K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$880K
5
BND icon
Vanguard Total Bond Market
BND
+$875K

Sector Composition

1 Financials 24.39%
2 Energy 4.3%
3 Consumer Staples 3.91%
4 Technology 3.5%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.12%
3,013
102
$128K 0.07%
5,103
103
-1,630