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
176
$39.7K 0.03%
253
177
$38.9K 0.03%
3,717
178
$38.8K 0.03%
575
179
$37.3K 0.03%
70
180
$37.2K 0.03%
277
181
$37.1K 0.03%
353
182
$37.1K 0.03%
100
183
$36.9K 0.03%
100
184
$36.8K 0.03%
769
185
$36.4K 0.03%
200
186
$36.1K 0.03%
1,043
187
$35.6K 0.03%
840
188
$34.4K 0.03%
148
189
$34.1K 0.03%
599
-83
190
$33.4K 0.03%
100
191
$33.4K 0.03%
157
192
$32.7K 0.03%
498
193
$31.9K 0.03%
56
194
$31.8K 0.03%
210
195
$31.4K 0.03%
297
196
$31.1K 0.03%
3,000
+2,500
197
$30.8K 0.03%
400
198
$30.3K 0.03%
500
199
$30.1K 0.03%
465
200
$29K 0.02%
148