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
251
$13.5K 0.01%
500
252
$13K 0.01%
113
253
$12.8K 0.01%
300
254
$12.8K 0.01%
9,000
255
$12.7K 0.01%
29
256
$12.3K 0.01%
87
257
$12.1K 0.01%
276
258
$11.8K 0.01%
350
259
$11.7K 0.01%
800
260
$11.6K 0.01%
160
261
$11.5K 0.01%
91
262
$11.3K 0.01%
150
263
$11.2K 0.01%
110
264
$11.2K 0.01%
100
265
$10.8K 0.01%
55
266
$10.7K 0.01%
106
267
$10.4K 0.01%
340
268
$10.3K 0.01%
360
269
$10K 0.01%
50
270
$9.83K 0.01%
50
271
$9.01K 0.01%
75
272
$8.89K 0.01%
269
-113
273
$8.86K 0.01%
200
274
$8.74K 0.01%
+600
275
$8.38K 0.01%
255
9 10
11
12 13