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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$286K
2 +$196K
3 +$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1 +$1.87M
2 +$890K
3 +$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$81 ﹤0.01%
10
252
$22 ﹤0.01%
1
253
-125
254
-1,272
255
-150
256
-2,000