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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
234
227
$12K 0.01%
300
228
$11K ﹤0.01%
80
229
$11K ﹤0.01%
+130
230
$11K ﹤0.01%
2,000
231
$10K ﹤0.01%
268
232
$10K ﹤0.01%
38
233
$10K ﹤0.01%
492
234
$10K ﹤0.01%
50
235
$10K ﹤0.01%
120
236
$10K ﹤0.01%
25
237
$9K ﹤0.01%
150
238
$9K ﹤0.01%
200
239
$9K ﹤0.01%
100
240
$9K ﹤0.01%
100
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$9K ﹤0.01%
80
242
$8K ﹤0.01%
50
243
$8K ﹤0.01%
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$8K ﹤0.01%
146
245
$8K ﹤0.01%
200
246
$8K ﹤0.01%
200
247
$8K ﹤0.01%
400
248
$8K ﹤0.01%
120
249
$7K ﹤0.01%
117
250
$7K ﹤0.01%
50
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