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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.27K ﹤0.01%
205
252
$1.26K ﹤0.01%
100
253
$1.12K ﹤0.01%
100
-94
254
$1.04K ﹤0.01%
100
255
$974 ﹤0.01%
240
256
$956 ﹤0.01%
100
257
$795 ﹤0.01%
500
258
$545 ﹤0.01%
11
259
$499 ﹤0.01%
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260
$460 ﹤0.01%
8
261
$299 ﹤0.01%
8
262
$294 ﹤0.01%
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263
$282 ﹤0.01%
16
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$267 ﹤0.01%
50
265
$136 ﹤0.01%
100
266
– –
0
267
$75 ﹤0.01%
10
268
$17 ﹤0.01%
1
269
– –
-800
270
– –
-400
271
– –
-212
7 8 9 10
11