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
126
$77.7K 0.07%
125
127
$77.6K 0.07%
681
128
$77.5K 0.07%
123
129
$77.1K 0.07%
440
130
$74.6K 0.06%
711
131
$74.6K 0.06%
978
132
$73.8K 0.06%
1,050
133
$73.8K 0.06%
70
134
$71.6K 0.06%
785
-200
135
$70.9K 0.06%
785
-115
136
$69.5K 0.06%
588
137
$68.6K 0.06%
900
138
$68K 0.06%
515
139
$60.3K 0.05%
755
140
$59.9K 0.05%
1,147
141
$59.3K 0.05%
1,321
-15,231
142
$59.2K 0.05%
474
143
$57.9K 0.05%
4,760
144
$57.4K 0.05%
385
145
$57.1K 0.05%
1,700
146
$57.1K 0.05%
237
147
$56.2K 0.05%
366
148
$55.6K 0.05%
245
149
$55.6K 0.05%
735
150
$55.4K 0.05%
80
4 5
6
7 8