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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
50
252
$6K ﹤0.01%
36
253
$6K ﹤0.01%
+500
254
$6K ﹤0.01%
457
255
$6K ﹤0.01%
258
256
$6K ﹤0.01%
46
257
$6K ﹤0.01%
50
258
$5K ﹤0.01%
293
259
$5K ﹤0.01%
100
260
$5K ﹤0.01%
57
-5
261
$5K ﹤0.01%
80
262
$5K ﹤0.01%
+500
263
$5K ﹤0.01%
+500
264
$5K ﹤0.01%
91
265
$4K ﹤0.01%
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266
$4K ﹤0.01%
6
267
$4K ﹤0.01%
31
268
$4K ﹤0.01%
20
269
$4K ﹤0.01%
212
270
$3K ﹤0.01%
10
271
$3K ﹤0.01%
69
272
$3K ﹤0.01%
30
273
$3K ﹤0.01%
50
274
$3K ﹤0.01%
49
275
$3K ﹤0.01%
111
9 10
11
12 13