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
$163M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.11M
3
+$531K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$420K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$228K

Top Sells

1
+$1.65M
2
+$354K
3
+$321K
4
DVY icon
iShares Select Dividend ETF
DVY
+$305K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$292K

Sector Composition

1 Financials 12.52%
2 Technology 9.18%
3 Healthcare 5.34%
4 Energy 4.88%
5 Consumer Discretionary 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$238K 0.15%
6,398
-1,133
102
$237K 0.15%
3,624
103
$230K 0.14%
6,559
-104
104
$228K 0.14%
1,100
105
$228K 0.14%
+1,947
106
$226K 0.14%
1,093
-67
107
$223K 0.14%
5,359
108
$223K 0.14%
1,400
109
$219K 0.13%
2,345
-1,563
110
$218K 0.13%
+446
111
$213K 0.13%
+1,954
112
$211K 0.13%
1,886
113
$209K 0.13%
7,044
114
$205K 0.13%
445
115
$202K 0.12%
+4,424
116
– –
-4,485
117
– –
-6,721
118
– –
-2,839
119
– –
-5,882
120
– –
-1,685
121
– –
-1,601
122
– –
-3,130
123
– –
-2,017
124
– –
-8,287
1 2 3 4
5