PBO
Peoples Bank (Ohio) Portfolio holdings
AUM
$162M
1-Year Return
12.39%
This Quarter Return
+0.28%
1 Year Return
+12.39%
3 Year Return
+54.65%
5 Year Return
+95.53%
10 Year Return
–
AUM
$188M
AUM Growth
-$2.52M
(-1.3%)
Cap. Flow
-$2.55M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
49.64%
Holding
125
New
5
Increased
33
Reduced
65
Closed
5
Top Buys
Top Sells
| 1 |
Peoples Bancorp
PEBO
|
+$627K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$502K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$455K |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$339K |
| 5 |
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% |
