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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
50
252
$7K ﹤0.01%
500
253
$7K ﹤0.01%
457
254
$7K ﹤0.01%
106
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$7K ﹤0.01%
25
256
$7K ﹤0.01%
258
257
$6K ﹤0.01%
50
258
$6K ﹤0.01%
36
259
$6K ﹤0.01%
400
-2,000
260
$6K ﹤0.01%
50
-25
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$6K ﹤0.01%
46
262
$5K ﹤0.01%
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264
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265
$5K ﹤0.01%
+115
266
$5K ﹤0.01%
80
267
$5K ﹤0.01%
500
268
$5K ﹤0.01%
500
269
$5K ﹤0.01%
91
270
$4K ﹤0.01%
6
271
$4K ﹤0.01%
48
-9
272
$4K ﹤0.01%
111
273
$4K ﹤0.01%
20
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
69
8 9 10
11
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