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NB

NBT Bank Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.7M
3
+$1.42M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.11M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M

Top Sells

1
+$5.49M
2
+$2.65M
3
+$2.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.93M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.42M

Sector Composition

1 Technology 18.03%
2 Financials 10.05%
3 Industrials 9.8%
4 Healthcare 8.06%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-100
827
– –
-231
828
– –
-118
829
– –
-9,300
830
– –
-129
831
– –
-100
832
– –
-100
833
$0 ﹤0.01%
+15,000
834
– –
-100
835
– –
-9,153
836
– –
-500
837
– –
-50
838
– –
-100
839
– –
-1,280
840
$0 ﹤0.01%
6
841
$0 ﹤0.01%
500
842
– –
-760
843
– –
-1,000
844
– –
-360
845
– –
-180
846
– –
-585
847
– –
-126
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