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
301
$4.38K ﹤0.01%
100
302
$4.35K ﹤0.01%
10
303
$4.25K ﹤0.01%
66
304
$4.13K ﹤0.01%
42
305
$4.04K ﹤0.01%
134
306
$3.8K ﹤0.01%
65
307
$3.8K ﹤0.01%
150
-75
308
$3.61K ﹤0.01%
118
309
$3.59K ﹤0.01%
33
310
$3.35K ﹤0.01%
125
311
$3.29K ﹤0.01%
563
312
$3.17K ﹤0.01%
322
313
$3.11K ﹤0.01%
+300
314
$3.09K ﹤0.01%
20
315
$2.9K ﹤0.01%
230
316
$2.9K ﹤0.01%
74
317
$2.74K ﹤0.01%
+30
318
$2.68K ﹤0.01%
40
319
$2.67K ﹤0.01%
3,000
320
$2.66K ﹤0.01%
1,330
321
$2.66K ﹤0.01%
15
322
$2.61K ﹤0.01%
+50
323
$2.53K ﹤0.01%
146
324
$2.47K ﹤0.01%
80
325
$2.47K ﹤0.01%
50
11 12
13
14 15