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
$149M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.11M
3
+$2.06M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$1.22M
5
USB icon
US Bancorp
USB
+$534K

Top Sells

1
+$4.89M
2
+$3.95M
3
+$2.03M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M
5
PEBO icon
Peoples Bancorp
PEBO
+$1.64M

Sector Composition

1 Financials 25.07%
2 Consumer Staples 4.03%
3 Energy 3.84%
4 Technology 3.58%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$193K 0.13%
+13,156
102
– –
-6,054
103
– –
-7,815
104
– –
-1,852
105
– –
-6,354
106
– –
-2,740
107
– –
-1,655
108
– –
-1,094
109
– –
-1,953
110
– –
-21,575
111
– –
-1,689
112
– –
-2,900
1 2 3 4
5