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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.79K ﹤0.01%
200
252
$1.69K ﹤0.01%
25
253
$1.55K ﹤0.01%
62
254
$1.51K ﹤0.01%
200
255
$1.5K ﹤0.01%
100
256
$1.43K ﹤0.01%
205
257
$1.27K ﹤0.01%
100
258
$1.26K ﹤0.01%
240
259
$760 ﹤0.01%
500
260
$670 ﹤0.01%
100
261
$540 ﹤0.01%
30
262
$516 ﹤0.01%
65
-35
263
$505 ﹤0.01%
8
264
$454 ﹤0.01%
11
265
$425 ﹤0.01%
8
266
$265 ﹤0.01%
50
267
$263 ﹤0.01%
16
268
$208 ﹤0.01%
100
269
$76 ﹤0.01%
10
270
– –
0
271
$21 ﹤0.01%
33
272
$18 ﹤0.01%
1
273
– –
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274
– –
-1,000
275
– –
-11
8 9 10
11
12