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
$172M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.58M
3
+$778K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$744K
5
BND icon
Vanguard Total Bond Market
BND
+$619K

Top Sells

1
+$2.7M
2
+$1.94M
3
+$1.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.31M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07M

Sector Composition

1 Financials 27.09%
2 Energy 4.06%
3 Technology 3.68%
4 Consumer Staples 3.16%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,490
1 2 3 4
5