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
201
$25.7K 0.02%
750
202
$25.6K 0.02%
56
203
$25.3K 0.02%
241
204
$24.8K 0.02%
180
205
$24.6K 0.02%
390
206
$24.5K 0.02%
490
207
$24.1K 0.02%
263
208
$24K 0.02%
120
209
$23.7K 0.02%
210
210
$23.7K 0.02%
465
211
$22.7K 0.02%
250
212
$22.6K 0.02%
136
213
$22.4K 0.02%
125
214
$22.1K 0.02%
160
+85
215
$21.6K 0.02%
357
216
$21.4K 0.02%
300
217
$21K 0.02%
353
218
$20.8K 0.02%
56
219
$20.7K 0.02%
400
220
$20.3K 0.02%
100
221
$20.2K 0.02%
504
222
$20.2K 0.02%
720
223
$20K 0.02%
456
224
$19.8K 0.02%
1,310
225
$19.8K 0.02%
545