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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.13%
1,058
-3
127
$205K 0.13%
1,000
128
$203K 0.13%
834
+5
129
$203K 0.13%
471
+10
130
$202K 0.12%
5,249
+21
131
– –
-2,823
132
– –
-2,959
133
– –
-1,756
134
– –
-6,896
135
– –
-7,089
136
– –
-1,134
137
– –
-5,082
138
– –
-741
139
– –
-1,820
140
– –
-1,314
141
– –
-1,822
142
– –
-1,410
143
– –
-2,831
144
– –
-655
145
– –
-11,422
146
– –
-1,240
147
– –
-1,862
148
– –
-2,324
149
– –
-4,945
2 3 4 5
6