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
$117M
AUM Growth
-$894K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$131K
3
+$72.1K
4
VZ icon
Verizon
VZ
+$36.5K
5
CAT icon
Caterpillar
CAT
+$30.9K

Top Sells

1
+$1.97M
2
+$387K
3
+$209K
4
AAPL icon
Apple
AAPL
+$151K
5
PG icon
Procter & Gamble
PG
+$136K

Sector Composition

1 Technology 20.76%
2 Healthcare 20.36%
3 Financials 14.15%
4 Industrials 11.46%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40.5K 0.03%
88
-10
177
$40.5K 0.03%
98
-30
178
$40.2K 0.03%
385
+100
179
$39.6K 0.03%
597
180
$39.1K 0.03%
795
181
$38.3K 0.03%
277
182
$38.1K 0.03%
229
183
$37.4K 0.03%
55
184
$37.2K 0.03%
265
185
$36.5K 0.03%
2,088
186
$35.2K 0.03%
450
187
$34.5K 0.03%
850
188
$34.2K 0.03%
697
189
$32.7K 0.03%
750
+250
190
$32K 0.03%
840
191
$31.4K 0.03%
278
192
$31K 0.03%
490
-70
193
$31K 0.03%
157
194
$30.8K 0.03%
528
195
$29.9K 0.03%
253
196
$27.6K 0.02%
90
197
$27.1K 0.02%
12,500
198
$26.9K 0.02%
178
199
$25.7K 0.02%
56
200
$25.5K 0.02%
390
6 7
8
9 10