Asset Manager
← All Institutions
Passumpsic Savings Bank
Market Value
$0
-100.0%
Holdings
79
-9
New Purchases
0
Added To
0
Closed
79
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 23 | $0 | 0% |
| Large Cap | 46 | $0 | 0% |
| Mid Cap | 7 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$491.1B
Median Market Cap
$71.6B
Avg P/E
30.8
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
65
# ETFs / Funds
14
Top Holdings (79 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ANET | —% | — | — | — | -$4M | -39,831 | -100.0% | SOLD |
| 2 | DECK | —% | — | — | — | -$5M | -26,563 | -100.0% | SOLD |
| 3 | ALL | —% | — | — | — | -$4M | -19,614 | -100.0% | SOLD |
| 4 | XOM | —% | — | — | — | -$389K | -3,612 | -100.0% | SOLD |
| 5 | CMG | —% | — | — | — | -$3M | -43,834 | -100.0% | SOLD |
| 6 | PSX | —% | — | — | — | -$371K | -3,260 | -100.0% | SOLD |
| 7 | D | —% | — | — | — | -$419K | -7,775 | -100.0% | SOLD |
| 8 | MAIN | —% | — | — | — | -$628K | -10,727 | -100.0% | SOLD |
| 9 | AON | —% | — | — | — | -$3M | -8,061 | -100.0% | SOLD |
| 10 | RIO | —% | — | — | — | -$574K | -9,754 | -100.0% | SOLD |
| 11 | AMP | —% | — | — | — | -$240K | -450 | -100.0% | SOLD |
| 12 | GE | —% | — | — | — | -$5M | -31,275 | -100.0% | SOLD |
| 13 | HUBB | —% | — | — | — | -$3M | -7,657 | -100.0% | SOLD |
| 14 | FNF | —% | — | — | — | -$634K | -11,295 | -100.0% | SOLD |
| 15 | BMO | —% | — | — | — | -$500K | -5,155 | -100.0% | SOLD |
| 16 | CRM | —% | — | — | — | -$2M | -7,163 | -100.0% | SOLD |
| 17 | GRMN | —% | — | — | — | -$4M | -17,304 | -100.0% | SOLD |
| 18 | FHI | —% | — | — | — | -$237K | -5,758 | -100.0% | SOLD |
| 19 | HIG | —% | — | — | — | -$2M | -16,138 | -100.0% | SOLD |
| 20 | LYB | —% | — | — | — | -$362K | -4,871 | -100.0% | SOLD |
| 21 | MA | —% | — | — | — | -$3M | -5,025 | -100.0% | SOLD |
| 22 | PFE | —% | — | — | — | -$655K | -24,689 | -100.0% | SOLD |
| 23 | IBM | —% | — | — | — | -$457K | -2,077 | -100.0% | SOLD |
| 24 | BHP | —% | — | — | — | -$238K | -4,873 | -100.0% | SOLD |
| 25 | JPM | —% | — | — | — | -$3M | -10,849 | -100.0% | SOLD |
| 26 | PH | —% | — | — | — | -$3M | -4,564 | -100.0% | SOLD |
| 27 | V | —% | — | — | — | -$3M | -9,101 | -100.0% | SOLD |
| 28 | MMM | —% | — | — | — | -$678K | -5,249 | -100.0% | SOLD |
| 29 | LEN | —% | — | — | — | -$2M | -13,100 | -100.0% | SOLD |
| 30 | T | —% | — | — | — | -$409K | -17,943 | -100.0% | SOLD |
| 31 | MSFT | —% | — | — | — | -$1M | -2,937 | -100.0% | SOLD |
| 32 | PRU | —% | — | — | — | -$900K | -7,594 | -100.0% | SOLD |
| 33 | DUK | —% | — | — | — | -$627K | -5,818 | -100.0% | SOLD |
| 34 | JNJ | —% | — | — | — | -$234K | -1,621 | -100.0% | SOLD |
| 35 | BSX | —% | — | — | — | -$3M | -35,351 | -100.0% | SOLD |
| 36 | GWW | —% | — | — | — | -$2M | -2,202 | -100.0% | SOLD |
| 37 | ENB | —% | — | — | — | -$489K | -11,526 | -100.0% | SOLD |
| 38 | UHS | —% | — | — | — | -$2M | -11,649 | -100.0% | SOLD |
| 39 | RACE | —% | — | — | — | -$2M | -4,692 | -100.0% | SOLD |
| 40 | LLY | —% | — | — | — | -$2M | -2,495 | -100.0% | SOLD |
| 41 | GOOGL | —% | — | — | — | -$928K | -4,903 | -100.0% | SOLD |
| 42 | OKE | —% | — | — | — | -$816K | -8,127 | -100.0% | SOLD |
| 43 | PGR | —% | — | — | — | -$3M | -14,553 | -100.0% | SOLD |
| 44 | TSM | —% | — | — | — | -$5M | -26,068 | -100.0% | SOLD |
| 45 | COST | —% | — | — | — | -$2M | -2,334 | -100.0% | SOLD |
| 46 | AXON | —% | — | — | — | -$6M | -10,073 | -100.0% | SOLD |
| 47 | AMZN | —% | — | — | — | -$5M | -21,215 | -100.0% | SOLD |
| 48 | BKNG | —% | — | — | — | -$3M | -686 | -100.0% | SOLD |
| 49 | AAPL | —% | — | — | — | -$1M | -4,154 | -100.0% | SOLD |
| 50 | ISRG | —% | — | — | — | -$4M | -7,763 | -100.0% | SOLD |
| 51 | MGV | —% | — | — | — | -$1M | -11,601 | -100.0% | SOLD |
| 52 | KHC | —% | — | — | — | -$427K | -13,913 | -100.0% | SOLD |
| 53 | AEP | —% | — | — | — | -$802K | -8,701 | -100.0% | SOLD |
| 54 | VBR | —% | — | — | — | -$536K | -2,703 | -100.0% | SOLD |
| 55 | IGLB | —% | — | — | — | -$1M | -23,793 | -100.0% | SOLD |
| 56 | IWP | —% | — | — | — | -$2M | -12,142 | -100.0% | SOLD |
| 57 | IWY | —% | — | — | — | -$4M | -16,243 | -100.0% | SOLD |
| 58 | PZA | —% | — | — | — | -$304K | -12,865 | -100.0% | SOLD |
| 59 | VIG | —% | — | — | — | -$821K | -4,192 | -100.0% | SOLD |
| 60 | AVGO | —% | — | — | — | -$4M | -15,688 | -100.0% | SOLD |
| 61 | PYPL | —% | — | — | — | -$2M | -26,204 | -100.0% | SOLD |
| 62 | NVDA | —% | — | — | — | -$5M | -33,624 | -100.0% | SOLD |
| 63 | NWE | —% | — | — | — | -$575K | -10,758 | -100.0% | SOLD |
| 64 | TSLA | —% | — | — | — | -$1M | -2,800 | -100.0% | SOLD |
| 65 | VOE | —% | — | — | — | -$541K | -3,347 | -100.0% | SOLD |
| 66 | VCIT | —% | — | — | — | -$5M | -56,419 | -100.0% | SOLD |
| 67 | VBK | —% | — | — | — | -$749K | -2,676 | -100.0% | SOLD |
| 68 | TMUS | —% | — | — | — | -$3M | -12,733 | -100.0% | SOLD |
| 69 | SPLB | —% | — | — | — | -$8M | -359,766 | -100.0% | SOLD |
| 70 | TD | —% | — | — | — | -$404K | -7,581 | -100.0% | SOLD |
| 71 | META | —% | — | — | — | -$3M | -5,183 | -100.0% | SOLD |
| 72 | VCLT | —% | — | — | — | -$4M | -48,599 | -100.0% | SOLD |
| 73 | BRK-B | —% | — | — | — | -$3M | -6,177 | -100.0% | SOLD |
| 74 | VXUS | —% | — | — | — | -$2M | -33,422 | -100.0% | SOLD |
| 75 | ORCL | —% | — | — | — | -$2M | -12,684 | -100.0% | SOLD |
| 76 | PZT | —% | — | — | — | -$670K | -29,534 | -100.0% | SOLD |
| 77 | GLDD | —% | — | — | — | -$135K | -12,000 | -100.0% | SOLD |
| 78 | ABC | —% | — | — | — | -$1M | -6,559 | -100.0% | SOLD |
| 79 | FI | —% | — | — | — | -$3M | -13,328 | -100.0% | SOLD |