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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
50
277
$2K ﹤0.01%
+8
278
$2K ﹤0.01%
+200
279
$2K ﹤0.01%
+25
280
$1K ﹤0.01%
100
281
$1K ﹤0.01%
50
282
$1K ﹤0.01%
240
283
$1K ﹤0.01%
100
284
$1K ﹤0.01%
11
285
$1K ﹤0.01%
62
286
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– –
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300
$0 ﹤0.01%
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8 9 10 11
12