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
101
– –
-7,831
102
– –
-2,803
103
– –
-12,413
1 2 3 4
5