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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.02%
51,650
-1,900
27
$1.41M 0.93%
31,170
-200
28
$1.38M 0.91%
23,355
29
$1.31M 0.86%
56,330
-900
30
$1.31M 0.86%
19,320
31
$1.29M 0.85%
10,756
-162
32
$1.29M 0.85%
15,345
33
$1.26M 0.83%
23,116
-38,931
34
$1.22M 0.81%
18,527
-100
35
$1.19M 0.78%
25,379
36
$1.19M 0.78%
27,950
-2,800
37
$1.18M 0.78%
49,375
+850
38
$1.12M 0.74%
43,032
-200
39
$1.12M 0.74%
32,416
-300
40
$1.11M 0.73%
26,966
-400
41
$1.09M 0.72%
18,160
-250
42
$1.08M 0.71%
11,311
43
$1.07M 0.71%
18,559
-100
44
$1.06M 0.7%
24,760
+600
45
$1.03M 0.68%
22,955
+100
46
$1.02M 0.67%
37,500
+2,350
47
$999K 0.66%
6,914
48
$962K 0.63%
26,338
+3,050
49
$918K 0.61%
13,170
-50
50
$900K 0.59%
23,720
-2,220
1
2
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