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
51
$560K 0.44%
6,684
-132
52
$531K 0.41%
11,844
-274
53
$530K 0.41%
2,860
-40
54
$501K 0.39%
14,121
55
$494K 0.39%
3,667
-65
56
$440K 0.34%
7,379
-81
57
$437K 0.34%
3,770
58
$436K 0.34%
931
-120
59
$436K 0.34%
4,666
-269
60
$408K 0.32%
+4,000
61
$391K 0.31%
1,332
-56
62
$389K 0.3%
6,063
63
$358K 0.28%
611
-4
64
$352K 0.27%
1,125
65
$350K 0.27%
3,705
66
$347K 0.27%
1,018
-10
67
$344K 0.27%
562
-50
68
$340K 0.27%
2,444
69
$334K 0.26%
7,597
-300
70
$332K 0.26%
1,373
+640
71
$329K 0.26%
4,713
-102
72
$274K 0.21%
1,384
-26
73
$263K 0.21%
3,135
74
$240K 0.19%
1,690
75
$235K 0.18%
470
-9
1 2
3
4 5