PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
100
227
$10K 0.01%
600
228
$10K 0.01%
1,107
-1,750
229
$10K 0.01%
200
230
$10K 0.01%
76
231
$10K 0.01%
234
232
$9K ﹤0.01%
+35
233
$9K ﹤0.01%
226
234
$9K ﹤0.01%
167
235
$9K ﹤0.01%
100
236
$9K ﹤0.01%
219
237
$9K ﹤0.01%
200
238
$9K ﹤0.01%
58
+46
239
$9K ﹤0.01%
50
240
$9K ﹤0.01%
47
241
$9K ﹤0.01%
37
242
$9K ﹤0.01%
+175
243
$9K ﹤0.01%
254
244
$9K ﹤0.01%
48
245
$8K ﹤0.01%
+31
246
$8K ﹤0.01%
85
247
$8K ﹤0.01%
337
248
$8K ﹤0.01%
+110
249
$8K ﹤0.01%
38
250
$8K ﹤0.01%
46
8 9
10
11 12