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
$170M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$255K
3
+$239K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$222K
5
NEE icon
NextEra Energy
NEE
+$200K

Top Sells

1
+$769K
2
+$489K
3
+$447K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$363K
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