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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.05%
9,000
+685
27
$2.5M 1.05%
8,677
-90
28
$2.47M 1.03%
33,642
-140
29
$2.26M 0.95%
23,465
-205
30
$2.19M 0.92%
100,649
-2,119
31
$2.16M 0.9%
40,733
-200
32
$2.15M 0.9%
20,541
33
$2.15M 0.9%
19,210
-550
34
$2.14M 0.9%
27,475
-444
35
$2.05M 0.86%
27,861
-70
36
$2.04M 0.85%
8,510
+45
37
$1.94M 0.81%
10,167
38
$1.91M 0.8%
10,886
-180
39
$1.9M 0.8%
8,628
40
$1.87M 0.78%
46,657
-645
41
$1.87M 0.78%
34,496
-580
42
$1.82M 0.76%
14,920
+40
43
$1.82M 0.76%
9,630
44
$1.77M 0.74%
63,364
-100
45
$1.66M 0.7%
13,115
-430
46
$1.62M 0.68%
20,873
-450
47
$1.59M 0.67%
28,341
-50
48
$1.58M 0.66%
26,185
-360
49
$1.56M 0.65%
9,039
-100
50
$1.5M 0.63%
9,740
-160
1
2
3 4 5