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
+$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
Utilities Select Sector SPDR Fund
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
276
-200
277
-266
278
-15
279
-130
280
-751
281
-400