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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.8M
3
+$4.35M
4
UNH icon
UnitedHealth
UNH
+$3.59M
5
MA icon
Mastercard
MA
+$3.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Financials 16.02%
3 Healthcare 14.4%
4 Industrials 11.09%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.25%
+1,250
77
$275K 0.25%
+872
78
$262K 0.23%
+1,094
79
$251K 0.22%
+1,266
80
$238K 0.21%
+987
81
$235K 0.21%
+2,060
82
$216K 0.19%
+4,094
83
$201K 0.18%
+8,000
84
$195K 0.17%
+1,074
85
$194K 0.17%
+688
86
$193K 0.17%
+3,767
87
$178K 0.16%
+1,508
88
$176K 0.16%
+706
89
$170K 0.15%
+657
90
$152K 0.14%
+1,325
91
$144K 0.13%
+1,893
92
$139K 0.12%
+1,172
93
$137K 0.12%
+1,090
94
$137K 0.12%
+1,781
95
$137K 0.12%
+638
96
$132K 0.12%
+571
97
$131K 0.12%
+892
98
$122K 0.11%
+653
99
$122K 0.11%
+1,429
100
$121K 0.11%
+874
2 3
4
5 6