PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $161M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$775K
3
+$752K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$525K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$411K

Top Sells

1
+$1.06M
2
+$960K
3
+$772K
4
WEC icon
WEC Energy
WEC
+$312K
5
ACN icon
Accenture
ACN
+$277K

Sector Composition

1 Financials 13.11%
2 Technology 8.04%
3 Healthcare 5.24%
4 Energy 5.21%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,910
127
– –
-2,109
128
– –
-3,329
129
– –
-9,332
130
– –
-46,767
131
– –
-1,333
2 3 4 5
6