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
$116M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$587K
3
+$51.8K
4
ADBE icon
Adobe
ADBE
+$26.7K
5
NU icon
Nu Holdings
NU
+$25.9K

Top Sells

1
+$684K
2
+$494K
3
+$176K
4
UNH icon
UnitedHealth
UNH
+$150K
5
AAPL icon
Apple
AAPL
+$146K

Sector Composition

1 Technology 24.67%
2 Financials 17.84%
3 Healthcare 11.39%
4 Industrials 11.37%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53.7K 0.05%
290
152
$53.1K 0.05%
235
153
$52.7K 0.05%
640
154
$52.2K 0.04%
4,530
+100
155
$51.8K 0.04%
+520
156
$51.7K 0.04%
500
157
$51.7K 0.04%
644
158
$51.4K 0.04%
430
159
$50.6K 0.04%
398
160
$50.3K 0.04%
265
161
$49.9K 0.04%
180
162
$49K 0.04%
653
163
$48.5K 0.04%
109
+60
164
$47.1K 0.04%
75
165
$46.1K 0.04%
500
166
$44.7K 0.04%
1,115
167
$44.7K 0.04%
9
168
$44.1K 0.04%
12,500
169
$43.7K 0.04%
686
170
$43.7K 0.04%
90
171
$43.2K 0.04%
459
172
$43.1K 0.04%
1,200
173
$42.6K 0.04%
338
174
$42.6K 0.04%
150
175
$41.8K 0.04%
324
5 6
7
8 9