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
$179M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$931K
2 +$592K
3 +$470K
4
VTV icon
Vanguard Value ETF
VTV
+$249K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K

Top Sells

1 +$825K
2 +$551K
3 +$318K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$309K
5
ADBE icon
Adobe
ADBE
+$238K

Sector Composition

1 Financials 13.27%
2 Technology 9.11%
3 Healthcare 4.95%
4 Energy 4.71%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-809