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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.13%
27,720
-1,150
27
$1.99M 1.12%
30,538
+254
28
$1.9M 1.06%
27,870
+5,400
29
$1.84M 1.03%
33,000
+200
30
$1.82M 1.02%
19,630
-2,725
31
$1.78M 1%
20,900
+2,700
32
$1.73M 0.97%
24,995
-450
33
$1.68M 0.94%
39,080
-350
34
$1.65M 0.92%
46,223
+2,305
35
$1.65M 0.92%
29,680
-900
36
$1.59M 0.89%
11,800
-100
37
$1.57M 0.88%
4,694
-50
38
$1.57M 0.88%
37,632
-1,000
39
$1.57M 0.88%
10,083
40
$1.54M 0.86%
30,973
-275
41
$1.53M 0.86%
14,730
-700
42
$1.39M 0.78%
17,721
43
$1.37M 0.77%
16,075
44
$1.27M 0.71%
8,956
45
$1.26M 0.7%
27,150
-144
46
$1.26M 0.7%
25,110
47
$1.25M 0.7%
20,403
-25
48
$1.23M 0.69%
27,850
+2,000
49
$1.22M 0.68%
18,638
+2,343
50
$1.2M 0.67%
7,925
-50
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