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
101
$118K 0.11%
+3,594
102
$117K 0.1%
+1,829
103
$115K 0.1%
+1,643
104
$113K 0.1%
+412
105
$108K 0.1%
+1,842
106
$105K 0.09%
+1,180
107
$103K 0.09%
+1,997
108
$103K 0.09%
+1,065
109
$103K 0.09%
+1,146
110
$101K 0.09%
+525
111
$100K 0.09%
+1,236
112
$99K 0.09%
+1,518
113
$97K 0.09%
+345
114
$97K 0.09%
+885
115
$94K 0.08%
+786
116
$93K 0.08%
+2,095
117
$93K 0.08%
+700
118
$88K 0.08%
+1,540
119
$87K 0.08%
+978
120
$86K 0.08%
+617
121
$84K 0.08%
+1,361
122
$83K 0.07%
+537
123
$83K 0.07%
+300
124
$82K 0.07%
+290
125
$81K 0.07%
+217
3 4
5
6 7