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
126
$81K 0.07%
+425
127
$81K 0.07%
+522
128
$79K 0.07%
+491
129
$76K 0.07%
+1,099
130
$75K 0.07%
+869
131
$75K 0.07%
+329
132
$73K 0.07%
+875
133
$70K 0.06%
+900
134
$70K 0.06%
+1,194
135
$69K 0.06%
+1,320
136
$68K 0.06%
+375
137
$67K 0.06%
+941
138
$66K 0.06%
+991
139
$65K 0.06%
+430
140
$64K 0.06%
+390
141
$63K 0.06%
+2,338
142
$63K 0.06%
+13,500
143
$62K 0.06%
+261
144
$61K 0.05%
+515
145
$60K 0.05%
+453
146
$60K 0.05%
+150
147
$60K 0.05%
+1,000
148
$58K 0.05%
+200
149
$57K 0.05%
+156
150
$56K 0.05%
+735
4 5
6
7 8