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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.99%
22,384
-111
27
$1.85M 0.95%
19,100
-132
28
$1.83M 0.94%
32,608
-299
29
$1.82M 0.94%
41,070
+350
30
$1.68M 0.87%
8,628
31
$1.68M 0.87%
24,682
-250
32
$1.68M 0.87%
24,272
33
$1.67M 0.86%
22,823
+206
34
$1.67M 0.86%
6,042
+110
35
$1.66M 0.86%
41,493
+253
36
$1.66M 0.85%
21,622
-308
37
$1.64M 0.85%
17,171
+451
38
$1.48M 0.76%
11,627
+234
39
$1.47M 0.76%
39,609
-1,623
40
$1.44M 0.74%
15,543
+233
41
$1.39M 0.71%
4,726
+171
42
$1.38M 0.71%
9,926
+39
43
$1.32M 0.68%
8,853
44
$1.25M 0.64%
11,034
-27
45
$1.22M 0.63%
3,638
+171
46
$1.2M 0.62%
3,099
-184
47
$1.14M 0.59%
14,189
+122
48
$1.1M 0.57%
16,819
+144
49
$1.1M 0.57%
11,810
-33
50
$1.08M 0.56%
19,651
-450
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