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
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$245K
3
+$236K
4
LMT icon
Lockheed Martin
LMT
+$201K
5
JPM icon
JPMorgan Chase
JPM
+$150K

Top Sells

1
+$907K
2
+$553K
3
+$307K
4
HD icon
Home Depot
HD
+$158K
5
MSFT icon
Microsoft
MSFT
+$102K

Sector Composition

1 Technology 22.81%
2 Financials 18.72%
3 Healthcare 12.07%
4 Industrials 11.93%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$56.8K 0.05%
474
152
$56.2K 0.05%
366
153
$56.1K 0.05%
245
154
$54.6K 0.05%
500
155
$54.6K 0.05%
290
156
$52.7K 0.05%
644
157
$51.8K 0.05%
338
158
$51.8K 0.05%
150
159
$50K 0.04%
459
160
$49.9K 0.04%
555
-200
161
$48.6K 0.04%
1,074
+1,000
162
$47.4K 0.04%
1,871
-1,388
163
$47K 0.04%
430
164
$46.5K 0.04%
1,200
165
$45.6K 0.04%
265
166
$44.5K 0.04%
3,717
167
$43K 0.04%
+450
168
$43K 0.04%
779
-88
169
$41.7K 0.04%
398
170
$41K 0.04%
686
171
$40.7K 0.04%
575
172
$39.9K 0.04%
65
-10
173
$39.1K 0.03%
769
174
$37.5K 0.03%
253
175
$37.2K 0.03%
840
5 6
7
8 9