PSB

Piscataqua Savings Bank Portfolio holdings

AUM $128M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$124K
3
+$51.1K
4
PANW icon
Palo Alto Networks
PANW
+$28.4K
5
TSLA icon
Tesla
TSLA
+$26.4K

Top Sells

1
+$244K
2
+$241K
3
+$194K
4
BA icon
Boeing
BA
+$189K
5
MSFT icon
Microsoft
MSFT
+$187K

Sector Composition

1 Technology 22.79%
2 Financials 16.6%
3 Healthcare 13.74%
4 Industrials 12.9%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.1%
14,560
-90
27
$1.19M 1.05%
4,748
-48
28
$1.18M 1.04%
5,544
-56
29
$1.11M 0.98%
12,316
-161
30
$1.1M 0.97%
9,026
-377
31
$1.06M 0.94%
6,105
-20
32
$1.06M 0.93%
9,025
-555
33
$1M 0.89%
3,694
-19
34
$969K 0.85%
21,940
-123
35
$960K 0.85%
29,144
-323
36
$956K 0.84%
4,746
-100
37
$944K 0.83%
3,350
-72
38
$922K 0.81%
21,282
-2,464
39
$914K 0.81%
6,573
-49
40
$902K 0.8%
4,009
-26
41
$854K 0.75%
7,510
-116
42
$805K 0.71%
5,649
+5,647
43
$783K 0.69%
4,828
44
$675K 0.6%
24,331
-323
45
$629K 0.56%
809
-14
46
$612K 0.54%
9,574
-148
47
$607K 0.54%
16,384
48
$587K 0.52%
3,858
+5
49
$585K 0.52%
3,063
50
$583K 0.51%
6,747
-104
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2
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