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
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.51M
3
+$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Top Sells

1
+$3.7M
2
+$2.03M
3
+$1.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.44M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$916K

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.16%
7,089
-322
102
$295K 0.15%
1,175
-139
103
$293K 0.15%
8,410
-50
104
$288K 0.14%
631
-81
105
$285K 0.14%
6,298
+1,775
106
$285K 0.14%
2,680
-2,028
107
$283K 0.14%
2,073
+429
108
$282K 0.14%
1,240
+284
109
$277K 0.14%
2,790
-25
110
$274K 0.14%
+3,881
111
$269K 0.14%
655
-20
112
$265K 0.13%
7,170
-150
113
$264K 0.13%
1,061
+227
114
$254K 0.13%
+4,475
115
$253K 0.13%
+2,823
116
$250K 0.13%
+3,554
117
$249K 0.13%
4,660
118
$247K 0.12%
+986
119
$245K 0.12%
1,820
120
$242K 0.12%
1,314
+90
121
$242K 0.12%
6,265
122
$239K 0.12%
5,446
-219
123
$238K 0.12%
1,000
124
$238K 0.12%
3,843
125
$237K 0.12%
+4,276
3 4
5
6 7