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
301
$5K ﹤0.01%
46
302
$5K ﹤0.01%
45
303
$5K ﹤0.01%
13
304
$4K ﹤0.01%
42
305
$4K ﹤0.01%
129
306
$4K ﹤0.01%
110
-100
307
$4K ﹤0.01%
74
308
$4K ﹤0.01%
+70
309
$4K ﹤0.01%
+150
310
$4K ﹤0.01%
+1,000
311
$4K ﹤0.01%
+53
312
$3K ﹤0.01%
+10
313
$3K ﹤0.01%
55
314
$3K ﹤0.01%
28
315
$3K ﹤0.01%
40
316
$3K ﹤0.01%
287
-69
317
$3K ﹤0.01%
33
318
$3K ﹤0.01%
150
319
$2K ﹤0.01%
+100
320
$2K ﹤0.01%
20
321
$2K ﹤0.01%
22
322
$2K ﹤0.01%
5
323
$2K ﹤0.01%
100
324
$2K ﹤0.01%
25
325
$2K ﹤0.01%
35
10 11 12
13
14