PSB

Piscataqua Savings Bank Portfolio holdings

AUM $128M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$245K
3
+$236K
4
LMT icon
Lockheed Martin
LMT
+$201K
5
JPM icon
JPMorgan Chase
JPM
+$150K

Top Sells

1
+$907K
2
+$553K
3
+$307K
4
HD icon
Home Depot
HD
+$158K
5
MSFT icon
Microsoft
MSFT
+$102K

Sector Composition

1 Technology 22.81%
2 Financials 18.72%
3 Healthcare 12.07%
4 Industrials 11.93%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$83.3K 0.07%
377
-20
127
$82.1K 0.07%
337
128
$81K 0.07%
588
129
$80.6K 0.07%
3,507
130
$80.1K 0.07%
720
+220
131
$79.4K 0.07%
1,050
132
$78.5K 0.07%
300
133
$76.2K 0.07%
440
134
$75K 0.07%
160
135
$73.6K 0.07%
500
-25
136
$69.9K 0.06%
515
137
$69.6K 0.06%
711
138
$69.1K 0.06%
70
139
$69K 0.06%
838
-140
140
$67.8K 0.06%
125
141
$67.2K 0.06%
900
142
$64.8K 0.06%
661
-124
143
$63.8K 0.06%
320
+250
144
$61.9K 0.05%
1,147
145
$58.8K 0.05%
640
146
$58.6K 0.05%
1,700
147
$58.2K 0.05%
4,760
148
$57.9K 0.05%
520
149
$57.6K 0.05%
218
-19
150
$57K 0.05%
235
4 5
6
7 8