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
251
$12K 0.01%
+280
252
$12K 0.01%
+125
253
$12K 0.01%
+87
254
$12K 0.01%
+255
255
$12K 0.01%
+100
256
$12K 0.01%
+340
257
$10K 0.01%
+100
258
$10K 0.01%
+200
259
$10K 0.01%
+219
260
$10K 0.01%
+33
261
$10K 0.01%
+645
262
$10K 0.01%
+59
263
$10K 0.01%
+106
264
$10K 0.01%
+588
265
$9K 0.01%
+300
266
$9K 0.01%
+204
267
$9K 0.01%
+280
268
$9K 0.01%
+29
269
$9K 0.01%
+110
270
$9K 0.01%
+166
271
$8K 0.01%
+100
272
$8K 0.01%
+254
273
$8K 0.01%
+60
274
$8K 0.01%
+258
275
$8K 0.01%
+250
9 10
11
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