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
176
$36.9K 0.03%
100
177
$36.7K 0.03%
583
-16
178
$36.5K 0.03%
1,100
+400
179
$36K 0.03%
3,211
-1,319
180
$35.9K 0.03%
180
181
$35.1K 0.03%
498
182
$34.1K 0.03%
200
183
$33.7K 0.03%
100
184
$33.6K 0.03%
297
185
$32.7K 0.03%
1,043
186
$32.4K 0.03%
277
187
$31.8K 0.03%
120
188
$31.7K 0.03%
157
189
$31.5K 0.03%
129
190
$30.7K 0.03%
3,000
191
$30.6K 0.03%
400
192
$30.6K 0.03%
148
193
$30.4K 0.03%
353
194
$30K 0.03%
69
195
$29.9K 0.03%
56
196
$29.6K 0.03%
750
197
$29K 0.03%
832
-283
198
$28.7K 0.03%
148
199
$28.5K 0.03%
1,000
200
$28.5K 0.03%
194
-130
6 7
8
9 10