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
26
$1.37M 1.07%
3,371
-25
27
$1.3M 1.01%
3,515
-31
28
$1.26M 0.99%
1,654
+10
29
$1.26M 0.98%
4,190
+1,715
30
$1.2M 0.94%
5,432
-48
31
$1.15M 0.9%
6,061
-93
32
$1.14M 0.89%
8,149
-53
33
$1.1M 0.86%
3,614
-30
34
$1.06M 0.83%
4,372
-20
35
$1.02M 0.8%
5,557
36
$996K 0.78%
8,697
-113
37
$973K 0.76%
7,263
-120
38
$949K 0.74%
11,878
-124
39
$931K 0.73%
4,831
40
$904K 0.71%
8,718
-94
41
$844K 0.66%
1,267
+30
42
$827K 0.65%
2,932
43
$775K 0.61%
3,909
-145
44
$748K 0.58%
4,867
45
$695K 0.54%
6,262
-642
46
$666K 0.52%
21,189
-298
47
$657K 0.51%
8,702
-40
48
$618K 0.48%
3,310
-700
49
$605K 0.47%
6,623
-69
50
$561K 0.44%
913
+570
1
2
3 4 5