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
$188M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$300K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$259K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$249K

Top Sells

1
+$627K
2
+$502K
3
+$455K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Sector Composition

1 Financials 17.85%
2 Technology 8.09%
3 Consumer Discretionary 4.46%
4 Healthcare 3.9%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.15%
4,088
+331
102
$268K 0.14%
7,345
103
$268K 0.14%
2,061
104
$268K 0.14%
2,077
+37
105
$266K 0.14%
3,090
-50
106
$259K 0.14%
+5,665
107
$251K 0.13%
1,142
-645
108
$249K 0.13%
1,172
109
$249K 0.13%
+9,094
110
$247K 0.13%
3,645
+25
111
$242K 0.13%
2,236
-10
112
$223K 0.12%
1,945
113
$218K 0.12%
990
114
$217K 0.12%
4,143
-380
115
$215K 0.11%
3,733
+80
116
$214K 0.11%
7,047
117
$212K 0.11%
+956
118
$207K 0.11%
+1,246
119
$203K 0.11%
741
120
$201K 0.11%
+4,273
121
– –
-1,025
122
– –
-3,774
123
– –
-2,105
124
– –
-705
125
– –
-708
1 2 3 4
5