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
$127M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$264K
3
+$90K
4
WM icon
Waste Management
WM
+$50K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$42.4K

Top Sells

1
+$653K
2
+$143K
3
+$131K
4
UNH icon
UnitedHealth
UNH
+$91.9K
5
TXN icon
Texas Instruments
TXN
+$76.2K

Sector Composition

1 Technology 24.34%
2 Healthcare 15.33%
3 Financials 15.3%
4 Industrials 10.17%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.02%
1,000
227
$21K 0.02%
150
228
$21K 0.02%
360
-40
229
$21K 0.02%
100
230
$20K 0.02%
500
231
$20K 0.02%
357
232
$19K 0.02%
724
233
$19K 0.02%
140
234
$19K 0.02%
1,065
235
$18K 0.01%
+22
236
$18K 0.01%
65
+15
237
$18K 0.01%
353
238
$18K 0.01%
80
239
$17K 0.01%
656
240
$17K 0.01%
1,500
241
$17K 0.01%
800
242
$17K 0.01%
255
243
$17K 0.01%
125
244
$17K 0.01%
150
245
$16K 0.01%
139
246
$16K 0.01%
48
+15
247
$15K 0.01%
12,500
248
$15K 0.01%
113
-12
249
$14K 0.01%
+100
250
$14K 0.01%
204
8 9
10
11 12