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
$127M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$264K
3
+$90K
4
WM icon
Waste Management
WM
+$50K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$42.4K

Top Sells

1
+$653K
2
+$143K
3
+$131K
4
UNH icon
UnitedHealth
UNH
+$91.9K
5
TXN icon
Texas Instruments
TXN
+$76.2K

Sector Composition

1 Technology 24.34%
2 Healthcare 15.33%
3 Financials 15.3%
4 Industrials 10.17%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$62K 0.05%
251
-10
152
$59K 0.05%
765
153
$58K 0.05%
735
154
$57K 0.04%
979
155
$57K 0.04%
125
156
$57K 0.04%
291
-25
157
$57K 0.04%
268
158
$56K 0.04%
163
-33
159
$56K 0.04%
360
160
$54K 0.04%
1,831
-126
161
$54K 0.04%
11,500
-1,000
162
$53K 0.04%
385
-15
163
$53K 0.04%
123
-10
164
$52K 0.04%
200
165
$52K 0.04%
146
-10
166
$51K 0.04%
109
-5
167
$49K 0.04%
1,600
168
$48K 0.04%
265
169
$46K 0.04%
600
170
$46K 0.04%
945
171
$45K 0.04%
197
172
$45K 0.04%
459
-10
173
$44K 0.03%
277
174
$44K 0.03%
500
175
$44K 0.03%
260
5 6
7
8 9