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
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.51M
3
+$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Top Sells

1
+$3.7M
2
+$2.03M
3
+$1.47M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.44M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$916K

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.12%
1,862
+157
127
$235K 0.12%
7,413
+366
128
$232K 0.12%
4,945
-1,923
129
$228K 0.11%
+2,831
130
$223K 0.11%
+1,088
131
$221K 0.11%
1,134
+10
132
$216K 0.11%
+2,298
133
$215K 0.11%
1,410
+293
134
$214K 0.11%
+7,292
135
$213K 0.11%
+5,228
136
$211K 0.11%
1,822
-401
137
$210K 0.11%
+2,324
138
$209K 0.1%
1,500
-15
139
$209K 0.1%
+1,756
140
$207K 0.1%
+2,959
141
$206K 0.1%
741
142
$205K 0.1%
+6,896
143
$204K 0.1%
11,422
-1,495
144
$203K 0.1%
+461
145
$200K 0.1%
+829
146
– –
-960
147
– –
-733
148
– –
-1,095
149
– –
-2,061
150
– –
-635
3 4 5
6
7