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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1%
50,080
-900
27
$1.96M 0.99%
27,870
28
$1.92M 0.97%
16,975
+2,245
29
$1.88M 0.95%
24,595
-400
30
$1.88M 0.95%
38,580
-500
31
$1.87M 0.95%
25,470
-2,250
32
$1.84M 0.93%
30,800
-2,200
33
$1.84M 0.93%
19,405
-225
34
$1.81M 0.91%
16,825
+750
35
$1.8M 0.91%
26,630
+7,808
36
$1.79M 0.9%
8,355
+2,680
37
$1.79M 0.9%
55,428
-600
38
$1.72M 0.87%
31,700
+1,162
39
$1.68M 0.85%
10,063
-20
40
$1.65M 0.83%
18,769
+1,048
41
$1.61M 0.81%
30,580
+900
42
$1.6M 0.81%
11,750
-50
43
$1.58M 0.8%
37,632
44
$1.5M 0.76%
20,478
+75
45
$1.47M 0.74%
45,351
-872
46
$1.46M 0.74%
8,996
+40
47
$1.45M 0.73%
30,673
-300
48
$1.43M 0.72%
7,900
-25
49
$1.33M 0.67%
25,110
50
$1.24M 0.63%
24,113
-1,775
1
2
3 4 5