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
$117M
AUM Growth
-$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$131K
3 +$72.1K
4
VZ icon
Verizon
VZ
+$36.5K
5
CAT icon
Caterpillar
CAT
+$30.9K

Top Sells

1 +$1.97M
2 +$387K
3 +$209K
4
AAPL icon
Apple
AAPL
+$151K
5
PG icon
Procter & Gamble
PG
+$136K

Sector Composition

1 Technology 20.76%
2 Healthcare 20.36%
3 Financials 14.15%
4 Industrials 11.46%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$81.4K 0.07%
978
127
$81K 0.07%
1,300
-240
128
$78.9K 0.07%
1,318
+200
129
$78.5K 0.07%
329
130
$75.9K 0.06%
1,200
131
$73.4K 0.06%
1,625
+300
132
$73.1K 0.06%
721
133
$71.9K 0.06%
397
134
$70.1K 0.06%
1,700
135
$69.7K 0.06%
1,000
136
$69.1K 0.06%
450
137
$68.4K 0.06%
337
138
$63.7K 0.05%
515
139
$62.5K 0.05%
1,600
140
$62.4K 0.05%
300
141
$62.4K 0.05%
774
142
$62.1K 0.05%
549
-56
143
$60.6K 0.05%
245
144
$59.4K 0.05%
390
145
$58.8K 0.05%
190
146
$58.6K 0.05%
686
147
$57.4K 0.05%
430
148
$52.6K 0.04%
735
149
$52.2K 0.04%
1,069
-2
150
$51.8K 0.04%
646
+373