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
201
$28.1K 0.02%
100
202
$27.9K 0.02%
120
203
$27.4K 0.02%
129
204
$27.4K 0.02%
1,000
205
$27.3K 0.02%
241
206
$27.2K 0.02%
750
207
$27.1K 0.02%
160
208
$25.8K 0.02%
450
209
$25.5K 0.02%
+700
210
$25.5K 0.02%
69
211
$25.2K 0.02%
200
212
$24.8K 0.02%
850
213
$24K 0.02%
263
214
$24K 0.02%
300
215
$23.4K 0.02%
322
216
$23K 0.02%
350
217
$22.8K 0.02%
198
218
$22.7K 0.02%
593
219
$22.7K 0.02%
300
220
$22.2K 0.02%
390
221
$22.1K 0.02%
390
222
$22K 0.02%
342
223
$21.6K 0.02%
275
224
$21.6K 0.02%
266
225
$21.5K 0.02%
250