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
76
$410K 0.26%
+2,351
77
$392K 0.25%
+777
78
$385K 0.25%
+10,636
79
$384K 0.25%
+2,466
80
$382K 0.24%
+1,989
81
$360K 0.23%
+5,517
82
$360K 0.23%
+9,754
83
$355K 0.23%
+1,623
84
$352K 0.22%
+11,476
85
$341K 0.22%
+2,200
86
$337K 0.22%
+6,842
87
$334K 0.21%
+1,748
88
$331K 0.21%
+3,749
89
$303K 0.19%
+5,520
90
$296K 0.19%
+2,943
91
$291K 0.19%
+1,860
92
$276K 0.18%
+11,565
93
$274K 0.17%
+2,355
94
$242K 0.15%
+875
95
$236K 0.15%
+13,395
96
$235K 0.15%
+4,075
1 2 3
4