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
301
$5K ﹤0.01%
+800
302
$4K ﹤0.01%
+42
303
$4K ﹤0.01%
+18
304
$4K ﹤0.01%
+129
305
$4K ﹤0.01%
+218
306
$4K ﹤0.01%
+74
307
$3K ﹤0.01%
+55
308
$3K ﹤0.01%
+24
309
$3K ﹤0.01%
+33
310
$3K ﹤0.01%
+150
311
$3K ﹤0.01%
+104
312
$3K ﹤0.01%
+40
313
$3K ﹤0.01%
+25
314
$2K ﹤0.01%
+40
315
$2K ﹤0.01%
+22
316
$2K ﹤0.01%
+5
317
$2K ﹤0.01%
+100
318
$2K ﹤0.01%
+35
319
$2K ﹤0.01%
+6
320
$2K ﹤0.01%
+28
321
$2K ﹤0.01%
+140
322
$1K ﹤0.01%
+20
323
$1K ﹤0.01%
+23
324
$1K ﹤0.01%
+24
325
$1K ﹤0.01%
+3
10 11 12
13
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