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
151
$56K 0.05%
+200
152
$54K 0.05%
+316
153
$54K 0.05%
+360
154
$51K 0.05%
+833
155
$49K 0.04%
+139
156
$46K 0.04%
+268
157
$46K 0.04%
+165
158
$46K 0.04%
+979
159
$46K 0.04%
+798
160
$46K 0.04%
+350
161
$45K 0.04%
+400
162
$45K 0.04%
+125
163
$45K 0.04%
+479
164
$44K 0.04%
+133
165
$43K 0.04%
+393
166
$42K 0.04%
+500
167
$42K 0.04%
+945
168
$41K 0.04%
+114
169
$41K 0.04%
+659
170
$40K 0.04%
+197
171
$40K 0.04%
+640
172
$40K 0.04%
+1,025
173
$39K 0.03%
+260
174
$39K 0.03%
+300
175
$37K 0.03%
+97
5 6
7
8 9