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
326
$3.49K ﹤0.01%
230
327
$3.36K ﹤0.01%
20
328
$3.36K ﹤0.01%
80
329
$3.02K ﹤0.01%
50
330
$2.78K ﹤0.01%
281
-41
331
$2.06K ﹤0.01%
25
332
$2.05K ﹤0.01%
71
333
$1.97K ﹤0.01%
125
334
$1.78K ﹤0.01%
4
335
$1.73K ﹤0.01%
41
336
$1.69K ﹤0.01%
48
337
$1.6K ﹤0.01%
30
338
$1.57K ﹤0.01%
+36
339
$1.5K ﹤0.01%
315
340
$1.01K ﹤0.01%
70
341
$810 ﹤0.01%
5
342
$750 ﹤0.01%
25
-77
343
$462 ﹤0.01%
40
344
$363 ﹤0.01%
21
345
$212 ﹤0.01%
20
346
$150 ﹤0.01%
28
347
$141 ﹤0.01%
10
348
$118 ﹤0.01%
7
349
$82 ﹤0.01%
25
350
$46 ﹤0.01%
32
11 12 13
14
15