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
$115M
AUM Growth
-$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$49.6K
2
+$21.4K
3
+$19.2K
4
VZ icon
Verizon
VZ
+$13K
5
VTV icon
Vanguard Value ETF
VTV
+$11.7K

Top Sells

1
+$1.13M
2
+$635K
3
+$249K
4
JPM icon
JPMorgan Chase
JPM
+$217K
5
MSFT icon
Microsoft
MSFT
+$163K

Sector Composition

1 Technology 20.96%
2 Healthcare 19.84%
3 Financials 14.12%
4 Industrials 11.71%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.5K 0.03%
627
177
$35.6K 0.03%
317
178
$35.3K 0.03%
60
+5
179
$34.9K 0.03%
682
180
$34.6K 0.03%
2,088
181
$34.4K 0.03%
79
-9
182
$34K 0.03%
218
183
$32.9K 0.03%
575
-121
184
$32.1K 0.03%
850
185
$31.8K 0.03%
2,930
-10
186
$31.6K 0.03%
253
187
$31K 0.03%
277
188
$29.7K 0.03%
90
189
$29.4K 0.03%
78
190
$29.4K 0.03%
498
191
$29.2K 0.03%
178
192
$28.9K 0.03%
200
193
$27.9K 0.02%
840
194
$27.8K 0.02%
9
195
$27.7K 0.02%
338
196
$27.5K 0.02%
157
197
$27.1K 0.02%
400
198
$26.5K 0.02%
100
199
$26.4K 0.02%
12,500
200
$26.2K 0.02%
450
6 7
8
9 10