PSB

Piscataqua Savings Bank Portfolio holdings

AUM $142M
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$322K
2 +$119K
3 +$119K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$107K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$107K

Top Sells

1 +$204K
2 +$178K
3 +$168K
4
IBM icon
IBM
IBM
+$137K
5
DFS
Discover Financial Services
DFS
+$111K

Sector Composition

1 Technology 24.38%
2 Financials 18.98%
3 Industrials 12.32%
4 Healthcare 9.85%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$11.4K 0.01%
238
277
$11.2K 0.01%
12,499
278
$10.9K 0.01%
+36
279
$10.8K 0.01%
1,000
280
$10.7K 0.01%
+80
281
$10.5K 0.01%
100
282
$10.3K 0.01%
5,000
283
$9.92K 0.01%
410
284
$9.78K 0.01%
854
-30
285
$9.7K 0.01%
53
286
$9.55K 0.01%
94
287
$9.03K 0.01%
350
288
$8.96K 0.01%
500
289
$8.88K 0.01%
200
290
$8.79K 0.01%
+140
291
$8.73K 0.01%
340
292
$8.68K 0.01%
200
293
$8.59K 0.01%
+80
294
$8.49K 0.01%
200
295
$8.49K 0.01%
25
296
$8.35K 0.01%
55
297
$8.3K 0.01%
50
298
$8.22K 0.01%
+40
299
$8.19K 0.01%
258
300
$8.11K 0.01%
89