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
$155M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.04M
3
+$3.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M

Top Sells

1
+$5.23M
2
+$5.18M
3
+$2.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.57M

Sector Composition

1 Financials 14.62%
2 Technology 7.24%
3 Healthcare 5.89%
4 Energy 5.82%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.16%
1,055
102
$250K 0.16%
+3,505
103
$247K 0.16%
728
104
$245K 0.16%
1,885
-733
105
$243K 0.16%
+1,134
106
$242K 0.16%
9,332
107
$235K 0.15%
8,000
-20,008
108
$234K 0.15%
+1,223
109
$232K 0.15%
1,333
-116
110
$228K 0.15%
+2,109
111
$227K 0.15%
3,608
-42
112
$226K 0.15%
2,910
-33,516
113
$219K 0.14%
+650
114
$218K 0.14%
1,886
-2
115
$216K 0.14%
+445
116
$213K 0.14%
+969
117
$213K 0.14%
+6,663
118
$211K 0.14%
956
-1,715
119
$209K 0.13%
+2,560
120
$205K 0.13%
+782
121
$204K 0.13%
+893
122
$203K 0.13%
+4,485
123
– –
-431
124
– –
-69,277
125
– –
-1,175
2 3 4
5
6