PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.62K ﹤0.01%
62
252
$1.49K ﹤0.01%
200
253
$1.43K ﹤0.01%
205
254
$1.41K ﹤0.01%
100
255
$1.4K ﹤0.01%
194
256
$1.11K ﹤0.01%
100
257
$984 ﹤0.01%
240
258
$737 ﹤0.01%
65
259
$620 ﹤0.01%
500
260
$578 ﹤0.01%
100
261
$436 ﹤0.01%
11
262
$415 ﹤0.01%
30
263
$402 ﹤0.01%
8
264
$364 ﹤0.01%
50
265
$351 ﹤0.01%
8
266
$292 ﹤0.01%
16
267
$159 ﹤0.01%
100
268
– –
0
269
$76 ﹤0.01%
10
270
$17 ﹤0.01%
1
271
– –
-400
272
– –
-350
273
– –
-33
274
– –
-2,000
7 8 9 10
11