PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$260K
3
+$248K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$223K
5
NEE icon
NextEra Energy
NEE
+$189K

Top Sells

1
+$758K
2
+$490K
3
+$456K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$378K
5
CAH icon
Cardinal Health
CAH
+$340K

Sector Composition

1 Financials 26.32%
2 Energy 3.74%
3 Technology 3.56%
4 Consumer Staples 3.22%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,105
102
– –
-2,009
103
– –
-3,013
1 2 3 4
5