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

Top Buys

1 +$886K
2 +$589K
3 +$470K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$247K
5
VTV icon
Vanguard Value ETF
VTV
+$235K

Top Sells

1 +$785K
2 +$513K
3 +$317K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$294K
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