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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.8M
3
+$4.35M
4
UNH icon
UnitedHealth
UNH
+$3.59M
5
MA icon
Mastercard
MA
+$3.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.23%
2 Financials 16.02%
3 Healthcare 14.4%
4 Industrials 11.09%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.03%
+2,800
177
$36K 0.03%
+253
178
$35K 0.03%
+277
179
$35K 0.03%
+2,088
180
$32K 0.03%
+255
181
$32K 0.03%
+860
182
$32K 0.03%
+850
183
$32K 0.03%
+444
184
$31K 0.03%
+528
185
$30K 0.03%
+656
186
$30K 0.03%
+150
187
$29K 0.03%
+342
188
$29K 0.03%
+12,499
189
$28K 0.03%
+229
190
$28K 0.03%
+999
191
$28K 0.03%
+500
192
$27K 0.02%
+528
193
$27K 0.02%
+56
194
$27K 0.02%
+152
195
$26K 0.02%
+200
196
$26K 0.02%
+326
197
$26K 0.02%
+1,851
198
$25K 0.02%
+77
199
$25K 0.02%
+210
200
$25K 0.02%
+273
6 7
8
9 10