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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.01%
8,750
-250
27
$2.26M 0.95%
8,675
-109
28
$2.17M 0.92%
28,955
+1,480
29
$2.17M 0.91%
22,985
-480
30
$2.16M 0.91%
39,733
-1,000
31
$2.04M 0.86%
18,479
-731
32
$2.02M 0.85%
15,080
+160
33
$2M 0.85%
19,759
-782
34
$1.99M 0.84%
10,167
35
$1.98M 0.83%
27,057
-804
36
$1.96M 0.83%
96,020
-4,629
37
$1.93M 0.82%
10,604
+974
38
$1.87M 0.79%
11,066
+180
39
$1.82M 0.77%
8,280
-230
40
$1.81M 0.76%
45,418
-1,239
41
$1.78M 0.75%
20,473
-400
42
$1.77M 0.75%
33,681
-815
43
$1.69M 0.71%
8,628
44
$1.67M 0.71%
59,964
-3,400
45
$1.62M 0.68%
26,082
-103
46
$1.59M 0.67%
9,440
-300
47
$1.53M 0.65%
12,855
-260
48
$1.5M 0.64%
31,020
+200
49
$1.48M 0.63%
4,515
+670
50
$1.48M 0.63%
27,791
-550
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2
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