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
$188M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$302K
3
+$300K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$259K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$249K

Top Sells

1
+$627K
2
+$502K
3
+$455K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$339K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Sector Composition

1 Financials 17.85%
2 Technology 8.09%
3 Consumer Discretionary 4.46%
4 Healthcare 3.9%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 13.82%
821,656
-19,835
2
$14.7M 7.82%
34,108
-1,055
3
$10.7M 5.68%
202,850
-2,050
4
$7.75M 4.12%
104,828
+4,065
5
$6.89M 3.67%
16,065
-2
6
$6.2M 3.3%
56,740
-1,450
7
$5.75M 3.06%
105,218
-140
8
$5.35M 2.85%
37,807
-1,430
9
$5.26M 2.8%
87,581
+350
10
$4.73M 2.52%
54,876
-5,830
11
$4.57M 2.43%
35,092
+197
12
$4.3M 2.29%
84,256
-6,643
13
$4.05M 2.16%
163,863
+1,788
14
$4.02M 2.14%
16,650
-115
15
$3.91M 2.08%
52,629
-4,504
16
$3M 1.6%
10,660
-462
17
$2.94M 1.56%
28,948
-12
18
$2.93M 1.56%
20,970
-237
19
$2.65M 1.41%
33,871
-1,158
20
$2.63M 1.4%
139,208
21
$2.35M 1.25%
14,324
-193
22
$2.09M 1.11%
23,848
+4,351
23
$1.99M 1.06%
39,401
-2,162
24
$1.72M 0.91%
10,460
-140
25
$1.46M 0.77%
4,286
-35
1
2 3 4 5