PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
14
302
– –
-93
303
$0 ﹤0.01%
33
304
– –
-64
305
– –
-8
306
– –
-80
307
– –
-2,000
308
$0 ﹤0.01%
16
9 10 11 12
13