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
$127M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$264K
3
+$90K
4
WM icon
Waste Management
WM
+$50K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$42.4K

Top Sells

1
+$653K
2
+$143K
3
+$131K
4
UNH icon
UnitedHealth
UNH
+$91.9K
5
TXN icon
Texas Instruments
TXN
+$76.2K

Sector Composition

1 Technology 24.34%
2 Healthcare 15.33%
3 Financials 15.3%
4 Industrials 10.17%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.55%
3,497
+2
52
$701K 0.55%
4,097
-26
53
$670K 0.53%
4,340
+78
54
$596K 0.47%
2,419
-3
55
$562K 0.44%
7,339
-438
56
$562K 0.44%
7,305
-180
57
$550K 0.43%
1,328
-42
58
$544K 0.43%
7,482
-193
59
$537K 0.42%
2,842
-5
60
$526K 0.41%
8,939
-834
61
$495K 0.39%
5,463
+5,307
62
$493K 0.39%
7,923
-129
63
$491K 0.39%
3,400
64
$450K 0.35%
1,471
-26
65
$450K 0.35%
4,837
+19
66
$439K 0.35%
6,853
-287
67
$434K 0.34%
7,994
-89
68
$425K 0.33%
8,841
-100
69
$420K 0.33%
5,738
70
$380K 0.3%
5,275
-675
71
$372K 0.29%
784
-5
72
$322K 0.25%
1,541
-40
73
$308K 0.24%
1,054
-40
74
$302K 0.24%
691
-32
75
$301K 0.24%
1,221
-22
1 2
3
4 5