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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.64K ﹤0.01%
500
-500
227
$6.16K ﹤0.01%
50
228
$5.24K ﹤0.01%
36
229
$4.96K ﹤0.01%
50
230
$3.44K ﹤0.01%
131
231
$2.53K ﹤0.01%
62
232
$2.5K ﹤0.01%
500
233
$2.3K ﹤0.01%
26
-154
234
$2.14K ﹤0.01%
50
235
$1.58K ﹤0.01%
200
236
$1.14K ﹤0.01%
40
237
$1.13K ﹤0.01%
205
238
$1.08K ﹤0.01%
240
239
$849 ﹤0.01%
100
240
$625 ﹤0.01%
8
241
$418 ﹤0.01%
8
242
$415 ﹤0.01%
500
243
$358 ﹤0.01%
16
244
$200 ﹤0.01%
100
245
$99 ﹤0.01%
10
246
$18 ﹤0.01%
1
247
– –
-200
248
– –
-500
249
– –
-100
250
– –
-1,000
7 8 9
10
11