PSB

Piscataqua Savings Bank Portfolio holdings

AUM $142M
1-Year Est. Return 23.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$406K
3
+$345K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$147K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.5K

Top Sells

1
+$436K
2
+$331K
3
+$137K
4
AAPL icon
Apple
AAPL
+$133K
5
NVDA icon
NVIDIA
NVDA
+$122K

Sector Composition

1 Technology 24.73%
2 Financials 18.28%
3 Industrials 12.47%
4 Consumer Discretionary 9.64%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7.81K 0.01%
80
302
$7.72K 0.01%
10
303
$7.7K 0.01%
116
-89
304
$7.58K 0.01%
518
305
$7.35K 0.01%
645
306
$6.94K 0.01%
400
307
$6.68K 0.01%
150
308
$6.46K 0.01%
250
+100
309
$6.34K 0.01%
168
310
$6.28K ﹤0.01%
70
311
$6.22K ﹤0.01%
15
312
$6.12K ﹤0.01%
682
313
$5.92K ﹤0.01%
25
314
$5.13K ﹤0.01%
42
315
$4.72K ﹤0.01%
66
316
$4.52K ﹤0.01%
300
317
$4.27K ﹤0.01%
30
318
$4.24K ﹤0.01%
134
319
$4.19K ﹤0.01%
40
320
$4.19K ﹤0.01%
59
321
$3.99K ﹤0.01%
75
322
$3.92K ﹤0.01%
10
323
$3.68K ﹤0.01%
1,330
324
$3.61K ﹤0.01%
563
325
$3.6K ﹤0.01%
50
11 12
13
14 15