PSB

Passumpsic Savings Bank Portfolio holdings

AUM $160M
1-Year Est. Return 36.96%
This Quarter Est. Return
1 Year Est. Return
+36.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$5.77M
3
+$5.46M
4
DECK icon
Deckers Outdoor
DECK
+$5.44M
5
PCAR icon
PACCAR
PCAR
+$5.04M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.46%
2 Consumer Discretionary 16.78%
3 Financials 13.03%
4 Technology 12.18%
5 Healthcare 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$747K 0.48%
+12,413
52
$682K 0.44%
+3,450
53
$680K 0.43%
+29,534
54
$677K 0.43%
+24,414
55
$676K 0.43%
+3,704
56
$669K 0.43%
+4,394
57
$644K 0.41%
+30,787
58
$630K 0.4%
+756
59
$610K 0.39%
+16,090
60
$595K 0.38%
+6,580
61
$588K 0.38%
+11,081
62
$549K 0.35%
+8,615
63
$523K 0.33%
+5,902
64
$506K 0.32%
+4,948
65
$502K 0.32%
+1,450
66
$494K 0.32%
+3,024
67
$492K 0.31%
+2,800
68
$479K 0.31%
+12,986
69
$467K 0.3%
+4,784
70
$438K 0.28%
+2,474
71
$433K 0.28%
+15,401
72
$426K 0.27%
+3,747
73
$424K 0.27%
+3,445
74
$417K 0.27%
+1,598
75
$417K 0.27%
+2,803
1 2
3
4