Asset Manager
← All Institutions
Passumpsic Savings Bank
Market Value
$0
Holdings
89
+10
New Purchases
0
Added To
0
Closed
89
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 26 | $0 | 0% |
| Large Cap | 52 | $0 | 0% |
| Mid Cap | 8 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$500.2B
Median Market Cap
$98.0B
Avg P/E
34.8
Median P/E
22.4
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
75
# ETFs / Funds
14
Top Holdings (89 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MAIN | —% | — | — | — | -$641K | -10,620 | -100.0% | SOLD |
| 2 | AMP | —% | — | — | — | -$221K | -450 | -100.0% | SOLD |
| 3 | DIS | —% | — | — | — | -$3M | -25,111 | -100.0% | SOLD |
| 4 | CVX | —% | — | — | — | -$238K | -1,559 | -100.0% | SOLD |
| 5 | UBER | —% | — | — | — | -$3M | -38,906 | -100.0% | SOLD |
| 6 | UI | —% | — | — | — | -$2M | -3,258 | -100.0% | SOLD |
| 7 | BMY | —% | — | — | — | -$280K | -5,195 | -100.0% | SOLD |
| 8 | XOM | —% | — | — | — | -$514K | -4,273 | -100.0% | SOLD |
| 9 | NEE | —% | — | — | — | -$449K | -5,588 | -100.0% | SOLD |
| 10 | HWM | —% | — | — | — | -$3M | -12,989 | -100.0% | SOLD |
| 11 | PSX | —% | — | — | — | -$486K | -3,765 | -100.0% | SOLD |
| 12 | RIO | —% | — | — | — | -$805K | -10,056 | -100.0% | SOLD |
| 13 | PH | —% | — | — | — | -$3M | -3,833 | -100.0% | SOLD |
| 14 | GPC | —% | — | — | — | -$325K | -2,640 | -100.0% | SOLD |
| 15 | ANET | —% | — | — | — | -$5M | -34,695 | -100.0% | SOLD |
| 16 | GE | —% | — | — | — | -$8M | -24,990 | -100.0% | SOLD |
| 17 | AES | —% | — | — | — | -$244K | -17,050 | -100.0% | SOLD |
| 18 | FNF | —% | — | — | — | -$608K | -11,139 | -100.0% | SOLD |
| 19 | BMO | —% | — | — | — | -$690K | -5,314 | -100.0% | SOLD |
| 20 | FHI | —% | — | — | — | -$377K | -7,248 | -100.0% | SOLD |
| 21 | VZ | —% | — | — | — | -$299K | -7,348 | -100.0% | SOLD |
| 22 | HIG | —% | — | — | — | -$2M | -15,540 | -100.0% | SOLD |
| 23 | D | —% | — | — | — | -$517K | -8,828 | -100.0% | SOLD |
| 24 | T | —% | — | — | — | -$531K | -21,371 | -100.0% | SOLD |
| 25 | PFE | —% | — | — | — | -$618K | -24,827 | -100.0% | SOLD |
| 26 | IBM | —% | — | — | — | -$667K | -2,252 | -100.0% | SOLD |
| 27 | GEV | —% | — | — | — | -$3M | -5,067 | -100.0% | SOLD |
| 28 | FAF | —% | — | — | — | -$254K | -4,140 | -100.0% | SOLD |
| 29 | TJX | —% | — | — | — | -$3M | -21,621 | -100.0% | SOLD |
| 30 | BHP | —% | — | — | — | -$450K | -7,458 | -100.0% | SOLD |
| 31 | JPM | —% | — | — | — | -$3M | -9,631 | -100.0% | SOLD |
| 32 | KGC | —% | — | — | — | -$2M | -60,011 | -100.0% | SOLD |
| 33 | EME | —% | — | — | — | -$2M | -2,821 | -100.0% | SOLD |
| 34 | MKL | —% | — | — | — | -$260K | -121 | -100.0% | SOLD |
| 35 | PZA | —% | — | — | — | -$273K | -11,790 | -100.0% | SOLD |
| 36 | V | —% | — | — | — | -$3M | -8,755 | -100.0% | SOLD |
| 37 | CMI | —% | — | — | — | -$3M | -6,536 | -100.0% | SOLD |
| 38 | RCL | —% | — | — | — | -$2M | -5,439 | -100.0% | SOLD |
| 39 | MMM | —% | — | — | — | -$800K | -4,995 | -100.0% | SOLD |
| 40 | LLY | —% | — | — | — | -$3M | -2,448 | -100.0% | SOLD |
| 41 | OMC | —% | — | — | — | -$229K | -2,834 | -100.0% | SOLD |
| 42 | MA | —% | — | — | — | -$3M | -5,019 | -100.0% | SOLD |
| 43 | RMD | —% | — | — | — | -$2M | -8,952 | -100.0% | SOLD |
| 44 | PRU | —% | — | — | — | -$787K | -6,976 | -100.0% | SOLD |
| 45 | APH | —% | — | — | — | -$4M | -31,109 | -100.0% | SOLD |
| 46 | BKNG | —% | — | — | — | -$3M | -645 | -100.0% | SOLD |
| 47 | BSX | —% | — | — | — | -$3M | -32,941 | -100.0% | SOLD |
| 48 | ENB | —% | — | — | — | -$587K | -12,281 | -100.0% | SOLD |
| 49 | TD | —% | — | — | — | -$750K | -7,960 | -100.0% | SOLD |
| 50 | OKE | —% | — | — | — | -$590K | -8,028 | -100.0% | SOLD |
| 51 | TSM | —% | — | — | — | -$7M | -21,585 | -100.0% | SOLD |
| 52 | IBKR | —% | — | — | — | -$2M | -31,269 | -100.0% | SOLD |
| 53 | CSCO | —% | — | — | — | -$315K | -4,083 | -100.0% | SOLD |
| 54 | IDCC | —% | — | — | — | -$2M | -7,520 | -100.0% | SOLD |
| 55 | LRCX | —% | — | — | — | -$3M | -18,237 | -100.0% | SOLD |
| 56 | IWY | —% | — | — | — | -$5M | -18,263 | -100.0% | SOLD |
| 57 | JNJ | —% | — | — | — | -$389K | -1,880 | -100.0% | SOLD |
| 58 | AAPL | —% | — | — | — | -$1M | -4,577 | -100.0% | SOLD |
| 59 | EXC | —% | — | — | — | -$253K | -5,802 | -100.0% | SOLD |
| 60 | KMB | —% | — | — | — | -$228K | -2,260 | -100.0% | SOLD |
| 61 | META | —% | — | — | — | -$3M | -4,319 | -100.0% | SOLD |
| 62 | KHC | —% | — | — | — | -$403K | -16,635 | -100.0% | SOLD |
| 63 | AEP | —% | — | — | — | -$5M | -39,706 | -100.0% | SOLD |
| 64 | MU | —% | — | — | — | -$3M | -9,352 | -100.0% | SOLD |
| 65 | VBR | —% | — | — | — | -$653K | -3,083 | -100.0% | SOLD |
| 66 | IGLB | —% | — | — | — | -$967K | -19,168 | -100.0% | SOLD |
| 67 | IWP | —% | — | — | — | -$2M | -14,289 | -100.0% | SOLD |
| 68 | VBK | —% | — | — | — | -$972K | -3,217 | -100.0% | SOLD |
| 69 | VIG | —% | — | — | — | -$1M | -5,055 | -100.0% | SOLD |
| 70 | AVGO | —% | — | — | — | -$4M | -12,531 | -100.0% | SOLD |
| 71 | GOOGL | —% | — | — | — | -$2M | -5,201 | -100.0% | SOLD |
| 72 | GOOG | —% | — | — | — | -$275K | -875 | -100.0% | SOLD |
| 73 | MSFT | —% | — | — | — | -$2M | -3,241 | -100.0% | SOLD |
| 74 | NVDA | —% | — | — | — | -$5M | -27,307 | -100.0% | SOLD |
| 75 | NWE | —% | — | — | — | -$720K | -11,153 | -100.0% | SOLD |
| 76 | TSLA | —% | — | — | — | -$1M | -2,804 | -100.0% | SOLD |
| 77 | VOE | —% | — | — | — | -$642K | -3,620 | -100.0% | SOLD |
| 78 | DUK | —% | — | — | — | -$698K | -5,955 | -100.0% | SOLD |
| 79 | AMZN | —% | — | — | — | -$4M | -18,567 | -100.0% | SOLD |
| 80 | SPLB | —% | — | — | — | -$7M | -325,655 | -100.0% | SOLD |
| 81 | MGV | —% | — | — | — | -$2M | -13,034 | -100.0% | SOLD |
| 82 | VCLT | —% | — | — | — | -$10M | -133,951 | -100.0% | SOLD |
| 83 | VXUS | —% | — | — | — | -$3M | -37,233 | -100.0% | SOLD |
| 84 | BK | —% | — | — | — | -$3M | -26,746 | -100.0% | SOLD |
| 85 | 0HQN.L | —% | — | — | — | -$2M | -8,146 | -100.0% | SOLD |
| 86 | PZT | —% | — | — | — | -$768K | -34,402 | -100.0% | SOLD |
| 87 | GLDD | —% | — | — | — | -$157K | -12,000 | -100.0% | SOLD |
| 88 | ABC | —% | — | — | — | -$2M | -6,527 | -100.0% | SOLD |
| 89 | VCIT | —% | — | — | — | -$12M | -149,128 | -100.0% | SOLD |