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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
25
252
$6K ﹤0.01%
50
253
$5K ﹤0.01%
36
254
$5K ﹤0.01%
400
255
$5K ﹤0.01%
212
256
$5K ﹤0.01%
80
257
$5K ﹤0.01%
500
258
$5K ﹤0.01%
500
259
$4K ﹤0.01%
135
260
$4K ﹤0.01%
6
261
$4K ﹤0.01%
69
262
$4K ﹤0.01%
100
263
$4K ﹤0.01%
20
264
$4K ﹤0.01%
500
265
$4K ﹤0.01%
48
266
$4K ﹤0.01%
59
+34
267
$4K ﹤0.01%
91
268
$3K ﹤0.01%
10
269
$2K ﹤0.01%
50
270
$2K ﹤0.01%
203
+3
271
$1K ﹤0.01%
100
272
$1K ﹤0.01%
8
273
$1K ﹤0.01%
240
274
$1K ﹤0.01%
100
275
$1K ﹤0.01%
11
8 9 10
11
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