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
$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
Financial Select Sector SPDR Fund
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
26
$2.39M 1.04%
16,869
-20
27
$2.35M 1.02%
102,768
-1,341
28
$2.16M 0.94%
19,760
-245
29
$2.16M 0.94%
8,465
+400
30
$2.15M 0.94%
20,541
31
$2.13M 0.93%
23,670
-525
32
$2.12M 0.92%
8,315
-530
33
$2.12M 0.92%
27,931
-400
34
$2.12M 0.92%
40,933
+125
35
$2.05M 0.89%
27,919
36
$2.04M 0.89%
11,066
-440
37
$2.02M 0.88%
8,324
-200
38
$1.9M 0.83%
8,628
39
$1.85M 0.8%
35,076
-3,180
40
$1.83M 0.8%
63,464
-4,500
41
$1.82M 0.79%
28,391
-2,000
42
$1.78M 0.78%
10,167
-30
43
$1.72M 0.75%
47,302
+1,400
44
$1.7M 0.74%
9,630
+5,130
45
$1.65M 0.72%
26,545
-1,000
46
$1.53M 0.67%
14,880
-200
47
$1.52M 0.66%
24,827
-550
48
$1.5M 0.65%
21,323
49
$1.48M 0.65%
9,900
-150
50
$1.46M 0.63%
13,545
-130
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