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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.16%
7,103
-20
102
$258K 0.16%
1,521
-509
103
$251K 0.16%
412
+2
104
$250K 0.15%
2,680
105
$246K 0.15%
2,860
+37
106
$240K 0.15%
2,108
+35
107
$236K 0.15%
1,055
-459
108
$235K 0.15%
4,614
-57,611
109
$234K 0.14%
6,265
110
$231K 0.14%
6,480
+182
111
$229K 0.14%
625
-6
112
$229K 0.14%
4,133
+252
113
$228K 0.14%
2,303
+5
114
$225K 0.14%
7,170
115
$224K 0.14%
3,579
+25
116
$221K 0.14%
5,446
117
$216K 0.13%
3,662
-813
118
$215K 0.13%
7,567
+275
119
$215K 0.13%
1,110
+22
120
$214K 0.13%
4,351
+75
121
$214K 0.13%
4,660
122
$212K 0.13%
2,248
-66
123
$211K 0.13%
1,500
124
$211K 0.13%
946
-40
125
$207K 0.13%
7,639
+226
2 3 4
5
6