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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
200
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$10K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
200
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$9K ﹤0.01%
2,000
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$8K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
400
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$5K ﹤0.01%
25
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249
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250
$5K ﹤0.01%
500
8 9
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