PSB

Piscataqua Savings Bank Portfolio holdings

AUM $142M
1-Year Est. Return 23.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$177K
2 +$45.1K
3 +$44K
4
MTB icon
M&T Bank
MTB
+$20.8K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$19.7K

Top Sells

1 +$107K
2 +$89.6K
3 +$70.4K
4
GE icon
GE Aerospace
GE
+$67.3K
5
MPC icon
Marathon Petroleum
MPC
+$66.6K

Sector Composition

1 Technology 23.32%
2 Financials 16.37%
3 Healthcare 14.57%
4 Industrials 10.1%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
258
277
$8K 0.01%
453
278
$8K 0.01%
48
279
$8K 0.01%
150
+50
280
$8K 0.01%
14
281
$7K 0.01%
+40
282
$7K 0.01%
200
283
$7K 0.01%
100
284
$7K 0.01%
172
285
$7K 0.01%
800
286
$7K 0.01%
166
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$6K 0.01%
25
288
$6K 0.01%
118
289
$6K 0.01%
9
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$6K 0.01%
226
291
$6K 0.01%
+13
292
$6K 0.01%
18
293
$6K 0.01%
46
294
$6K 0.01%
56
295
$5K ﹤0.01%
200
296
$5K ﹤0.01%
77
297
$5K ﹤0.01%
563
298
$5K ﹤0.01%
83
299
$5K ﹤0.01%
134
300
$5K ﹤0.01%
64