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
326
$2.44K ﹤0.01%
46
327
$2.37K ﹤0.01%
35
328
$2.23K ﹤0.01%
+71
329
$2.18K ﹤0.01%
150
330
$2.06K ﹤0.01%
50
331
$1.98K ﹤0.01%
125
332
$1.88K ﹤0.01%
48
333
$1.57K ﹤0.01%
25
-13
334
$1.54K ﹤0.01%
20
335
$1.5K ﹤0.01%
5
-5
336
$1.46K ﹤0.01%
3
337
$1.41K ﹤0.01%
136
338
$1.41K ﹤0.01%
57
-50
339
$1.4K ﹤0.01%
41
340
$1.37K ﹤0.01%
24
341
$1.2K ﹤0.01%
50
342
$1.2K ﹤0.01%
6
343
$1.19K ﹤0.01%
250
344
$1.11K ﹤0.01%
600
345
$1.04K ﹤0.01%
31
346
$913 ﹤0.01%
5
347
$808 ﹤0.01%
40
348
$680 ﹤0.01%
28
349
$499 ﹤0.01%
210
350
$480 ﹤0.01%
32
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