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
$117M
AUM Growth
-$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$131K
3 +$72.1K
4
VZ icon
Verizon
VZ
+$36.5K
5
CAT icon
Caterpillar
CAT
+$30.9K

Top Sells

1 +$1.97M
2 +$387K
3 +$209K
4
AAPL icon
Apple
AAPL
+$151K
5
PG icon
Procter & Gamble
PG
+$136K

Sector Composition

1 Technology 20.76%
2 Healthcare 20.36%
3 Financials 14.15%
4 Industrials 11.46%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12.9K 0.01%
113
252
$12.9K 0.01%
108
253
$12.8K 0.01%
800
254
$12.8K 0.01%
276
255
$12.7K 0.01%
+50
256
$12.6K 0.01%
87
257
$12.5K 0.01%
+100
258
$12.3K 0.01%
360
259
$12.1K 0.01%
+110
260
$12K 0.01%
29
261
$11.9K 0.01%
+2,500
262
$11.7K 0.01%
204
263
$11.7K 0.01%
255
264
$11.4K 0.01%
160
-160
265
$11.4K 0.01%
+150
266
$11.1K 0.01%
+55
267
$10.7K 0.01%
106
268
$10.5K 0.01%
+50
269
$10.4K 0.01%
+75
270
$10.2K 0.01%
340
271
$9.86K 0.01%
250
272
$9.82K 0.01%
+200
273
$9.64K 0.01%
300
-165
274
$8.53K 0.01%
518
-70
275
$8.38K 0.01%
200