PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.89K ﹤0.01%
119
227
$8.69K ﹤0.01%
150
228
$8.63K ﹤0.01%
100
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$7.4K ﹤0.01%
400
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200
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$7.27K ﹤0.01%
250
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$6.94K ﹤0.01%
100
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$6.76K ﹤0.01%
100
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$6.66K ﹤0.01%
146
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$6.42K ﹤0.01%
120
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$5.86K ﹤0.01%
50
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$5.71K ﹤0.01%
191
+56
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$5.33K ﹤0.01%
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$4.65K ﹤0.01%
50
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$3.95K ﹤0.01%
200
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$3.94K ﹤0.01%
39
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$3.92K ﹤0.01%
20
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$3.58K ﹤0.01%
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244
$3.48K ﹤0.01%
500
245
$3.34K ﹤0.01%
25
246
$3.22K ﹤0.01%
40
247
$2.43K ﹤0.01%
400
248
$2.24K ﹤0.01%
200
249
$2.19K ﹤0.01%
50
250
$1.85K ﹤0.01%
25
7 8 9
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