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
$157M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$786K
3
+$786K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$531K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$415K

Top Sells

1
+$1.03M
2
+$960K
3
+$778K
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
– –
-3,329
127
– –
-1,038
128
– –
-650
129
– –
-782
130
– –
-46,767
131
– –
-9,332
2 3 4 5
6