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
$116M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$587K
3 +$51.8K
4
ADBE icon
Adobe
ADBE
+$26.7K
5
NU icon
Nu Holdings
NU
+$25.9K

Top Sells

1 +$684K
2 +$494K
3 +$176K
4
UNH icon
UnitedHealth
UNH
+$150K
5
AAPL icon
Apple
AAPL
+$146K

Sector Composition

1 Technology 24.67%
2 Financials 17.84%
3 Healthcare 11.39%
4 Industrials 11.37%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.18%
1,030
-35
77
$213K 0.18%
586
78
$203K 0.17%
801
79
$200K 0.17%
724
80
$198K 0.17%
682
81
$193K 0.17%
3,100
82
$188K 0.16%
1,494
83
$185K 0.16%
3,547
84
$183K 0.16%
997
85
$169K 0.14%
2,708
86
$149K 0.13%
4,750
87
$148K 0.13%
1,455
88
$143K 0.12%
1,200
89
$141K 0.12%
426
90
$140K 0.12%
7,005
-2,567
91
$140K 0.12%
725
92
$140K 0.12%
596
93
$139K 0.12%
1,429
94
$137K 0.12%
1,106
95
$132K 0.11%
544
96
$129K 0.11%
995
97
$128K 0.11%
1,060
98
$127K 0.11%
5,591
99
$127K 0.11%
1,600
100
$126K 0.11%
302
-11