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
$118M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$138K
3
+$106K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$82.2K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$63.2K

Top Sells

1
+$1.63M
2
+$289K
3
+$127K
4
DHR icon
Danaher
DHR
+$87K
5
TJX icon
TJX Companies
TJX
+$75K

Sector Composition

1 Technology 22.98%
2 Financials 16.58%
3 Healthcare 13.43%
4 Industrials 12.39%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.1K 0.02%
1,000
227
$21.9K 0.02%
56
228
$21.7K 0.02%
1,200
229
$21.6K 0.02%
829
230
$21.2K 0.02%
300
231
$21.1K 0.02%
204
232
$21K 0.02%
34
233
$20.8K 0.02%
+396
234
$20.3K 0.02%
184
235
$20.2K 0.02%
342
236
$20.2K 0.02%
1,586
237
$20K 0.02%
48
238
$19.9K 0.02%
200
239
$19.8K 0.02%
300
240
$19.7K 0.02%
253
241
$18.2K 0.02%
300
242
$17.7K 0.02%
688
243
$17.2K 0.01%
66
244
$16.2K 0.01%
173
-200
245
$16.2K 0.01%
91
246
$15.5K 0.01%
70
247
$15.4K 0.01%
360
248
$15.2K 0.01%
113
249
$15.1K 0.01%
125
250
$14.8K 0.01%
500
8 9
10
11 12