PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
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 +$3.92M
2 +$1.58M
3 +$763K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$746K
5
BND icon
Vanguard Total Bond Market
BND
+$620K

Top Sells

1 +$2.7M
2 +$1.96M
3 +$1.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

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