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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.48K ﹤0.01%
150
227
$8.48K ﹤0.01%
250
228
$7.71K ﹤0.01%
200
229
$7.16K ﹤0.01%
100
230
$7.15K ﹤0.01%
100
231
$7.09K ﹤0.01%
146
232
$7.04K ﹤0.01%
191
233
$6.53K ﹤0.01%
120
234
$6.41K ﹤0.01%
400
235
$5.67K ﹤0.01%
50
236
$5.24K ﹤0.01%
200
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$5.05K ﹤0.01%
50
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$4.22K ﹤0.01%
203
-320
239
$4.16K ﹤0.01%
38
-1
240
$4.01K ﹤0.01%
25
241
$3.92K ﹤0.01%
20
242
$3.73K ﹤0.01%
500
243
$3.68K ﹤0.01%
200
244
$2.76K ﹤0.01%
40
245
$2.43K ﹤0.01%
290
-150
246
$2.37K ﹤0.01%
200
247
$2.11K ﹤0.01%
50
248
$1.7K ﹤0.01%
25
249
$1.55K ﹤0.01%
62
250
$1.49K ﹤0.01%
200
7 8 9
10
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