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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
38
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228
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50
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80
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$9K ﹤0.01%
50
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$9K ﹤0.01%
150
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$9K ﹤0.01%
268
234
$9K ﹤0.01%
100
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$9K ﹤0.01%
492
236
$9K ﹤0.01%
100
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$8K ﹤0.01%
200
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$8K ﹤0.01%
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98
-32
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$7K ﹤0.01%
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$7K ﹤0.01%
146
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$7K ﹤0.01%
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$7K ﹤0.01%
50
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120
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$7K ﹤0.01%
46
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$7K ﹤0.01%
25
247
$6K ﹤0.01%
50
248
$6K ﹤0.01%
457
249
$6K ﹤0.01%
106
250
$6K ﹤0.01%
400
8 9
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