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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
46
252
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253
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120
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39
256
$7K ﹤0.01%
47
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$7K ﹤0.01%
300
258
$7K ﹤0.01%
37
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80
261
$6K ﹤0.01%
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-101
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$6K ﹤0.01%
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1,400
268
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$6K ﹤0.01%
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$6K ﹤0.01%
50
272
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273
$5K ﹤0.01%
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274
$5K ﹤0.01%
15
+3
275
$5K ﹤0.01%
42
9 10
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