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
201
$28K 0.02%
322
202
$27.9K 0.02%
450
203
$27.6K 0.02%
6
-3
204
$27.6K 0.02%
160
205
$26.9K 0.02%
465
206
$26.8K 0.02%
210
207
$26.8K 0.02%
782
-68
208
$26.6K 0.02%
55
-15
209
$25.4K 0.02%
204
210
$24.9K 0.02%
300
211
$24.4K 0.02%
100
212
$24.1K 0.02%
263
213
$23.7K 0.02%
300
214
$23.2K 0.02%
400
215
$23K 0.02%
390
216
$22.6K 0.02%
350
217
$22.5K 0.02%
275
218
$22.1K 0.02%
241
219
$22K 0.02%
200
220
$22K 0.02%
266
221
$21.8K 0.02%
500
222
$21.6K 0.02%
390
223
$21.5K 0.02%
300
224
$21.4K 0.02%
342
225
$21.2K 0.02%
829
7 8
9
10 11