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
$115M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$49.6K
2
+$21.4K
3
+$19.2K
4
VZ icon
Verizon
VZ
+$13K
5
VTV icon
Vanguard Value ETF
VTV
+$11.7K

Top Sells

1
+$1.13M
2
+$635K
3
+$249K
4
JPM icon
JPMorgan Chase
JPM
+$217K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 20.96%
2 Healthcare 19.84%
3 Financials 14.12%
4 Industrials 11.71%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.04%
588
152
$50.8K 0.04%
1,067
153
$50.7K 0.04%
735
154
$49.6K 0.04%
+4,760
155
$49.3K 0.04%
818
-120
156
$48.9K 0.04%
644
157
$48.4K 0.04%
653
158
$47.9K 0.04%
3,717
159
$47.8K 0.04%
474
160
$46K 0.04%
296
161
$45.6K 0.04%
200
162
$44K 0.04%
290
163
$43.9K 0.04%
686
164
$43.6K 0.04%
229
165
$42.4K 0.04%
795
166
$42.4K 0.04%
385
167
$41.4K 0.04%
640
168
$40.6K 0.04%
366
169
$39.4K 0.03%
241
170
$39.3K 0.03%
96
171
$38K 0.03%
265
172
$37.6K 0.03%
500
173
$37.5K 0.03%
583
174
$37.1K 0.03%
597
175
$37K 0.03%
459
5 6
7
8 9