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
201
$25K 0.02%
+300
202
$24K 0.02%
+263
203
$24K 0.02%
+500
204
$24K 0.02%
+234
205
$24K 0.02%
+121
206
$24K 0.02%
+431
207
$24K 0.02%
+400
208
$24K 0.02%
+338
209
$24K 0.02%
+178
210
$23K 0.02%
+400
211
$23K 0.02%
+368
212
$22K 0.02%
+150
213
$22K 0.02%
+400
214
$22K 0.02%
+500
215
$21K 0.02%
+9
216
$20K 0.02%
+12,500
217
$20K 0.02%
+400
218
$20K 0.02%
+263
219
$20K 0.02%
+300
220
$19K 0.02%
+80
221
$19K 0.02%
+125
222
$19K 0.02%
+356
223
$19K 0.02%
+350
224
$19K 0.02%
+1,065
225
$18K 0.02%
+100