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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
2,000
227
$13K 0.01%
268
228
$13K 0.01%
600
229
$13K 0.01%
200
230
$13K 0.01%
570
231
$12K 0.01%
109
232
$12K 0.01%
200
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$11K ﹤0.01%
200
234
$11K ﹤0.01%
234
235
$10K ﹤0.01%
40
236
$10K ﹤0.01%
50
237
$10K ﹤0.01%
+130
238
$9K ﹤0.01%
200
239
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38
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$9K ﹤0.01%
50
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250
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$8K ﹤0.01%
50
243
$8K ﹤0.01%
235
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$8K ﹤0.01%
100
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$8K ﹤0.01%
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246
$8K ﹤0.01%
400
247
$7K ﹤0.01%
100
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$7K ﹤0.01%
146
249
$7K ﹤0.01%
200
250
$7K ﹤0.01%
120
8 9
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