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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.06%
40,690
-380
27
$2.24M 1.05%
56,914
-3,537
28
$2.17M 1.01%
22,544
-279
29
$2.1M 0.98%
19,100
30
$1.99M 0.93%
41,709
+216
31
$1.94M 0.91%
30,535
-2,073
32
$1.88M 0.88%
5,940
-102
33
$1.8M 0.84%
21,500
-122
34
$1.79M 0.84%
8,628
35
$1.75M 0.82%
24,482
-200
36
$1.62M 0.76%
9,857
-69
37
$1.57M 0.74%
4,581
-145
38
$1.57M 0.73%
3,653
+15
39
$1.56M 0.73%
15,543
40
$1.52M 0.71%
38,793
-816
41
$1.52M 0.71%
11,411
-216
42
$1.51M 0.71%
3,107
+8
43
$1.5M 0.7%
7,850
44
$1.49M 0.7%
16,919
-252
45
$1.39M 0.65%
16,951
-391
46
$1.38M 0.65%
22,577
-1,695
47
$1.37M 0.64%
11,741
-294
48
$1.32M 0.62%
18,773
+1,954
49
$1.3M 0.61%
8,253
-600
50
$1.3M 0.61%
19,501
-150
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2
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