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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.15%
57,416
-800
27
$1.96M 1.12%
30,284
-3,210
28
$1.83M 1.05%
28,870
-600
29
$1.8M 1.03%
11,900
-464
30
$1.74M 0.99%
25,445
-150
31
$1.7M 0.97%
15,430
32
$1.69M 0.97%
32,800
33
$1.69M 0.97%
39,430
-120
34
$1.63M 0.93%
31,248
-250
35
$1.6M 0.92%
10,083
-25
36
$1.6M 0.92%
30,580
-25
37
$1.58M 0.9%
38,632
-400
38
$1.56M 0.89%
4,744
39
$1.51M 0.87%
22,470
+600
40
$1.4M 0.8%
17,721
41
$1.38M 0.79%
43,918
+1,655
42
$1.32M 0.75%
18,200
+180
43
$1.27M 0.73%
25,110
44
$1.24M 0.71%
16,075
-725
45
$1.22M 0.7%
20,428
-1,800
46
$1.22M 0.7%
27,294
-485
47
$1.2M 0.69%
8,956
48
$1.17M 0.67%
25,850
+2,450
49
$1.15M 0.66%
19,810
-50
50
$1.08M 0.62%
7,975
-75
1
2
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