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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$196K
3
+$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1
+$1.87M
2
+$890K
3
+$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.2K ﹤0.01%
146
227
$7.11K ﹤0.01%
1,000
228
$6.77K ﹤0.01%
39
229
$6.54K ﹤0.01%
36
230
$6.42K ﹤0.01%
375
231
$6K ﹤0.01%
77
232
$5.38K ﹤0.01%
600
-225
233
$5.28K ﹤0.01%
500
234
$5.2K ﹤0.01%
50
235
$4.2K ﹤0.01%
183
236
$2.91K ﹤0.01%
26
237
$2.66K ﹤0.01%
131
238
$2.44K ﹤0.01%
50
239
$2.19K ﹤0.01%
62
240
$1.86K ﹤0.01%
200
241
$1.82K ﹤0.01%
500
242
$1.46K ﹤0.01%
232
243
$1.41K ﹤0.01%
40
244
$1.1K ﹤0.01%
205
245
$1.06K ﹤0.01%
100
246
$585 ﹤0.01%
8
247
$330 ﹤0.01%
8
248
$322 ﹤0.01%
16
249
$205 ﹤0.01%
100
250
$120 ﹤0.01%
500
7 8 9
10
11