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PSB

Passumpsic Savings Bank Portfolio holdings

AUM $183M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.41M
3
+$3.13M
4
NVDA icon
NVIDIA
NVDA
+$2.84M
5
EMR icon
Emerson Electric
EMR
+$2.54M

Top Sells

1
+$4.2M
2
+$4.09M
3
+$3.34M
4
GE icon
GE Aerospace
GE
+$1.18M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.12M

Sector Composition

1 Industrials 19.04%
2 Consumer Discretionary 16.95%
3 Financials 14.61%
4 Technology 12.44%
5 Healthcare 12.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.16%
+1,750
77
– –
-3,423
78
– –
-3,445
79
– –
-3,734
80
– –
-16,090
81
– –
-15,401
82
– –
-756
83
– –
-2,474
84
– –
-875
85
– –
-4,394
86
– –
-2,200
87
– –
-5,517
88
– –
-11,476
89
– –
-1,860
90
– –
-34,316
91
– –
-1,623
92
– –
-1,857
93
– –
-20,828
94
– –
-5,520
95
– –
-9,754
96
– –
-2,351
97
– –
-7,831
98
– –
-2,803
99
– –
-12,413
100
– –
-3,747
1 2 3
4
5