PSB

Piscataqua Savings Bank Portfolio holdings

AUM $120M
1-Year Est. Return 16.25%
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.8M
3
+$4.35M
4
UNH icon
UnitedHealth
UNH
+$3.59M
5
MA icon
Mastercard
MA
+$3.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Financials 16.02%
3 Healthcare 14.4%
4 Industrials 11.09%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
+686
227
$18K 0.02%
+80
228
$18K 0.02%
+150
229
$18K 0.02%
+724
230
$18K 0.02%
+150
231
$18K 0.02%
+360
232
$17K 0.02%
+357
233
$17K 0.02%
+800
234
$17K 0.02%
+150
235
$17K 0.02%
+100
236
$16K 0.01%
+656
237
$16K 0.01%
+200
238
$16K 0.01%
+125
239
$15K 0.01%
+401
240
$15K 0.01%
+1,500
241
$15K 0.01%
+140
242
$14K 0.01%
+300
243
$13K 0.01%
+1,330
244
$13K 0.01%
+139
245
$13K 0.01%
+353
246
$13K 0.01%
+146
247
$13K 0.01%
+104
248
$13K 0.01%
+40
249
$12K 0.01%
+50
250
$12K 0.01%
+1,000
8 9
10
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