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
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$786K
3
+$786K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$531K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$415K

Top Sells

1
+$1.03M
2
+$960K
3
+$778K
4
WEC icon
WEC Energy
WEC
+$312K
5
ACN icon
Accenture
ACN
+$277K

Sector Composition

1 Financials 13.11%
2 Technology 8.04%
3 Healthcare 5.24%
4 Energy 5.21%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.15%
2,560
102
$237K 0.15%
1,161
-62
103
$237K 0.15%
1,160
+267
104
$236K 0.15%
969
105
$235K 0.15%
6,663
106
$231K 0.15%
2,377
-125
107
$229K 0.15%
1,020
-35
108
$229K 0.15%
+938
109
$229K 0.15%
1,601
-284
110
$222K 0.14%
+1,400
111
$216K 0.14%
1,886
112
$215K 0.14%
3,130
-375
113
$210K 0.13%
445
114
$210K 0.13%
4,485
115
$210K 0.13%
1,100
-34
116
$207K 0.13%
+1,685
117
$205K 0.13%
+3,624
118
$204K 0.13%
6,721
119
$203K 0.13%
+5,359
120
$200K 0.13%
+2,839
121
– –
-1,333
122
– –
-956
123
– –
-3,608
124
– –
-2,910
125
– –
-2,109
2 3 4
5
6