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
$115M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$49.6K
2 +$21.4K
3 +$19.2K
4
VZ icon
Verizon
VZ
+$13K
5
VTV icon
Vanguard Value ETF
VTV
+$11.7K

Top Sells

1 +$1.13M
2 +$635K
3 +$249K
4
JPM icon
JPMorgan Chase
JPM
+$217K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 20.96%
2 Healthcare 19.84%
3 Financials 14.12%
4 Industrials 11.71%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.7K 0.02%
400
227
$19.7K 0.02%
390
228
$19.2K 0.02%
1,586
229
$19.2K 0.02%
+1,200
230
$19.1K 0.02%
184
231
$19K 0.02%
500
232
$18.9K 0.02%
275
233
$18.9K 0.02%
400
234
$18.6K 0.02%
350
235
$18.5K 0.02%
500
236
$18.1K 0.02%
2,500
237
$17.7K 0.02%
300
238
$17.2K 0.02%
34
239
$16.8K 0.01%
342
240
$16.7K 0.01%
253
-53
241
$16.2K 0.01%
829
242
$15.5K 0.01%
1,250
243
$15.4K 0.01%
125
244
$14.6K 0.01%
12,499
245
$14.4K 0.01%
649
246
$14.2K 0.01%
204
247
$14.2K 0.01%
688
+256
248
$14.1K 0.01%
80
249
$13.6K 0.01%
198
250
$13.6K 0.01%
319