PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $162M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$2.51M
3 +$1.57M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.09M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.04M

Sector Composition

1 Financials 16.94%
2 Technology 8.31%
3 Healthcare 4.76%
4 Energy 4.15%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,044