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
76
$273K 0.24%
1,125
77
$265K 0.23%
618
-4
78
$263K 0.23%
724
79
$254K 0.22%
2,060
80
$228K 0.2%
410
+10
81
$215K 0.19%
801
-20
82
$215K 0.19%
586
-100
83
$197K 0.17%
997
-25
84
$184K 0.16%
1,200
85
$176K 0.16%
1,404
-20
86
$169K 0.15%
698
+23
87
$166K 0.15%
2,708
88
$160K 0.14%
511
89
$155K 0.14%
3,547
90
$151K 0.13%
875
91
$149K 0.13%
320
+7
92
$147K 0.13%
2,420
-815
93
$147K 0.13%
995
94
$145K 0.13%
1,538
95
$141K 0.12%
1,459
+30
96
$141K 0.12%
3,000
-594
97
$138K 0.12%
596
-54
98
$136K 0.12%
7,752
+41
99
$134K 0.12%
471
100
$129K 0.11%
1,455
-66
2 3
4
5 6