PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$662K
3
+$399K
4
DVY icon
iShares Select Dividend ETF
DVY
+$187K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$177K

Top Sells

1
+$3.03M
2
+$446K
3
+$370K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$367K
5
AAPL icon
Apple
AAPL
+$287K

Sector Composition

1 Financials 15.1%
2 Technology 7.47%
3 Healthcare 5.79%
4 Energy 4.82%
5 Consumer Discretionary 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,249
127
– –
-2,860
128
– –
-60,499
129
– –
-946
130
– –
-6,265
2 3 4 5
6