BONH

Bank of New Hampshire Portfolio holdings

AUM $434M
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.42M
3
+$1.34M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$861K

Top Sells

1
+$3.65M
2
+$1.29M
3
+$1.12M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M
5
CVX icon
Chevron
CVX
+$1.02M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.94%
3 Financials 9.37%
4 Consumer Discretionary 8.62%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77.8K 0.02%
1,700
277
$77.6K 0.02%
5,860
-2,900
278
$75.8K 0.02%
580
279
$75.5K 0.02%
895
280
$75.5K 0.02%
241
281
$74.5K 0.02%
345
282
$73.4K 0.02%
498
283
$71.5K 0.02%
261
284
$71.2K 0.02%
1,683
285
$70K 0.02%
710
286
$67.5K 0.02%
1,150
287
$67.3K 0.02%
2,970
-582
288
$67K 0.02%
866
-20
289
$65.1K 0.02%
1,530
290
$64K 0.02%
55
291
$63.2K 0.02%
5,345
292
$63.2K 0.02%
1,100
+208
293
$62.7K 0.02%
562
294
$62.3K 0.02%
1,250
295
$61.4K 0.02%
550
296
$60K 0.02%
1,220
297
$59.1K 0.02%
650
298
$58.9K 0.02%
765
-1,000
299
$57.7K 0.02%
900
300
$57.4K 0.02%
124
10 11
12
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