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
76
$234K 0.18%
3,547
77
$220K 0.17%
782
-272
78
$218K 0.17%
1,837
-35
79
$214K 0.17%
1,345
-200
80
$213K 0.17%
446
-140
81
$196K 0.15%
796
82
$193K 0.15%
544
83
$193K 0.15%
516
84
$193K 0.15%
4,279
-140
85
$190K 0.15%
660
86
$186K 0.15%
682
87
$183K 0.14%
1,429
-40
88
$183K 0.14%
2,753
89
$183K 0.14%
700
-78
90
$182K 0.14%
947
91
$173K 0.13%
6,116
+650
92
$172K 0.13%
1,060
93
$166K 0.13%
179
94
$163K 0.13%
1,600
95
$160K 0.13%
1,836
96
$158K 0.12%
2,395
97
$157K 0.12%
4,692
-1,600
98
$156K 0.12%
725
99
$151K 0.12%
1,020
100
$151K 0.12%
1,418
2 3
4
5 6