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
$179M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$592K
3
+$470K
4
VTV icon
Vanguard Value ETF
VTV
+$249K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K

Top Sells

1
+$825K
2
+$551K
3
+$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$309K
5
ADBE icon
Adobe
ADBE
+$238K

Sector Composition

1 Financials 13.27%
2 Technology 9.11%
3 Healthcare 4.95%
4 Energy 4.71%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.13%
2,628
+48
102
$240K 0.13%
3,751
-146
103
$238K 0.13%
1,426
-13
104
$238K 0.13%
1,815
-132
105
$237K 0.13%
522
+74
106
$236K 0.13%
+424
107
$233K 0.13%
2,393
108
$233K 0.13%
4,042
109
$233K 0.13%
1,227
-13
110
$232K 0.13%
820
+7
111
$230K 0.13%
3,451
-25
112
$230K 0.13%
+3,635
113
$227K 0.13%
1,852
-34
114
$227K 0.13%
2,832
-636
115
$225K 0.13%
5,184
116
$222K 0.12%
782
117
$209K 0.12%
7,530
+23
118
$207K 0.12%
711
119
$206K 0.11%
+6,253
120
$203K 0.11%
+1,325
121
$202K 0.11%
3,164
122
$201K 0.11%
2,177
123
$201K 0.11%
2,839
124
$173K 0.1%
+13,017
125
– –
-399
2 3 4
5
6