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
$155M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$5.04M
3
+$3.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.35M

Top Sells

1
+$5.23M
2
+$5.18M
3
+$2.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.57M

Sector Composition

1 Financials 14.62%
2 Technology 7.24%
3 Healthcare 5.89%
4 Energy 5.82%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 11.08%
608,717
-1,896
2
$12M 7.71%
31,162
-1,940
3
$9.08M 5.85%
187,745
+1,455
4
$5.72M 3.68%
97,777
-7,725
5
$5.64M 3.63%
14,742
-293
6
$5.33M 3.44%
211,833
-8,994
7
$5.33M 3.43%
+91,105
8
$5.28M 3.4%
55,760
-1,129
9
$5.04M 3.25%
+108,529
10
$4.8M 3.09%
26,768
-100
11
$4.15M 2.67%
31,953
-2,166
12
$3.25M 2.1%
21,464
-321
13
$3.03M 1.95%
+61,272
14
$3.01M 1.94%
14,296
-829
15
$2.82M 1.82%
67,177
+32,145
16
$2.11M 1.36%
19,085
-788
17
$2.09M 1.34%
8,695
-1,042
18
$2.06M 1.33%
30,523
-408
19
$2.05M 1.32%
25,219
-6,177
20
$1.9M 1.23%
+38,215
21
$1.7M 1.1%
11,752
-40
22
$1.7M 1.09%
12,647
-426
23
$1.48M 0.95%
8,372
-238
24
$1.45M 0.93%
3,374
-240
25
$1.44M 0.93%
12,552
-45,508
1
2 3 4 5