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
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$124K
3
+$51.1K
4
PANW icon
Palo Alto Networks
PANW
+$28.4K
5
TSLA icon
Tesla
TSLA
+$26.4K

Top Sells

1
+$244K
2
+$241K
3
+$194K
4
BA icon
Boeing
BA
+$189K
5
MSFT icon
Microsoft
MSFT
+$187K

Sector Composition

1 Technology 22.79%
2 Financials 16.6%
3 Healthcare 13.74%
4 Industrials 12.9%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$56.1K 0.05%
474
152
$55.5K 0.05%
241
153
$55K 0.05%
1,067
154
$53.3K 0.05%
213
+13
155
$52.9K 0.05%
385
156
$51.9K 0.05%
290
157
$51.8K 0.05%
644
158
$51.1K 0.05%
+885
159
$49.4K 0.04%
818
160
$48K 0.04%
686
161
$47.8K 0.04%
795
162
$46.4K 0.04%
265
163
$45.9K 0.04%
640
164
$45.5K 0.04%
6,000
-2,250
165
$43.7K 0.04%
3,717
166
$43.3K 0.04%
583
167
$43K 0.04%
500
168
$42.9K 0.04%
325
+8
169
$41.6K 0.04%
722
+40
170
$41.1K 0.04%
12,500
171
$41K 0.04%
79
172
$40.9K 0.04%
90
-6
173
$40.3K 0.04%
277
174
$38.6K 0.03%
769
175
$38.3K 0.03%
2,088
5 6
7
8 9