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
326
$40.1K 0.01%
159
327
$40K 0.01%
3,646
328
$39.6K 0.01%
285
329
$38.9K 0.01%
500
330
$37.9K 0.01%
150
331
$37.9K 0.01%
600
332
$37.5K 0.01%
189
333
$36.5K 0.01%
278
334
$36K 0.01%
2,945
-1,500
335
$35.5K 0.01%
266
336
$33.4K 0.01%
505
337
$33.4K 0.01%
1,120
338
$33.3K 0.01%
920
339
$33K 0.01%
70
340
$32.3K 0.01%
+500
341
$32K 0.01%
350
342
$31.5K 0.01%
165
343
$31.3K 0.01%
420
344
$30.9K 0.01%
300
345
$30.2K 0.01%
636
346
$30.2K 0.01%
817
347
$29.6K 0.01%
200
348
$29.3K 0.01%
225
349
$28.1K 0.01%
90
350
$27.6K 0.01%
800