PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$380K
3
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$3.18M
2
+$1.27M
3
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 10.14%
24,667
-1,966
2
$13.8M 8.5%
461,266
-104,968
3
$10.7M 6.57%
88,637
-9,289
4
$8.47M 5.2%
129,797
-5,741
5
$6.88M 4.23%
10,325
-147
6
$6.08M 3.74%
101,318
-1,543
7
$4.69M 2.88%
12,838
-160
8
$4.66M 2.86%
18,309
-103
9
$4.63M 2.84%
22,412
-2,049
10
$4.51M 2.77%
37,990
-1,184
11
$4.33M 2.66%
79,991
-1,809
12
$4.11M 2.52%
13,018
+3,150
13
$3.78M 2.32%
77,368
-1,124
14
$3.68M 2.26%
23,716
+82
15
$3.52M 2.16%
42,400
-781
16
$3.37M 2.07%
56,289
-5,287
17
$3.05M 1.87%
5,886
-16
18
$2.59M 1.59%
16,828
-150
19
$2.53M 1.55%
13,534
-671
20
$2.36M 1.45%
3,213
-152
21
$2.18M 1.34%
7,768
-131
22
$2.14M 1.31%
46,077
-792
23
$1.83M 1.13%
18,992
-203
24
$1.79M 1.1%
8,165
+32
25
$1.68M 1.03%
14,922
+3
1
2 3 4 5