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
$184M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.57M
3
+$1.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$937K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$580K

Top Sells

1
+$2.33M
2
+$2.22M
3
+$2.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.62M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$839K

Sector Composition

1 Financials 19.39%
2 Technology 7.35%
3 Consumer Discretionary 4.47%
4 Healthcare 3.4%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.13%
4,467
+414
102
$242K 0.13%
685
-58
103
$238K 0.13%
4,523
+700
104
$230K 0.12%
1,429
-18
105
$227K 0.12%
720
-15
106
$216K 0.12%
+2,877
107
$215K 0.12%
+1,880
108
$209K 0.11%
+1,025
109
$209K 0.11%
+805
110
$201K 0.11%
+990
111
– –
-3,200
112
– –
-2,018
113
– –
-2,361
114
– –
-2,328
115
– –
-2,322
1 2 3 4
5