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
$162M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.77M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.87M
5
PGR icon
Progressive
PGR
+$305K

Top Sells

1
+$6.08M
2
+$5.54M
3
+$3.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.93M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$528K

Sector Composition

1 Financials 13.57%
2 Technology 7.91%
3 Healthcare 5.55%
4 Energy 4.59%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 10.06%
611,684
-208,155
2
$12.8M 7.93%
33,820
-246
3
$8.6M 5.32%
190,165
-11,675
4
$7.13M 4.41%
59,737
+17,008
5
$6.71M 4.15%
111,194
+2,722
6
$5.78M 3.57%
15,324
-75
7
$5.31M 3.28%
57,450
-2,364
8
$5.21M 3.22%
218,004
-4,686
9
$4.92M 3.04%
35,950
-177
10
$4.66M 2.88%
+60,619
11
$3.89M 2.41%
26,886
-130
12
$3.38M 2.09%
16,280
13
$3.15M 1.95%
21,916
+177
14
$3.03M 1.87%
60,499
-2,911
15
$2.81M 1.74%
47,714
+4,386
16
$2.77M 1.71%
+34,559
17
$2.53M 1.57%
9,858
-95
18
$1.95M 1.21%
30,198
-1,671
19
$1.87M 1.16%
+24,572
20
$1.72M 1.06%
20,033
+296
21
$1.66M 1.03%
16,368
22
$1.62M 1%
11,817
+342
23
$1.59M 0.98%
14,124
-445
24
$1.53M 0.95%
8,634
+229
25
$1.44M 0.89%
111,132
-28,076
1
2 3 4 5