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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.96%
41,214
-618
27
$2.1M 0.94%
32,793
-1,180
28
$2.05M 0.92%
18,801
-721
29
$2.03M 0.91%
22,470
-57
30
$2.02M 0.91%
16,857
-478
31
$2.01M 0.9%
10,317
+115
32
$2M 0.9%
6,450
+360
33
$1.91M 0.85%
16,000
-768
34
$1.89M 0.85%
9,521
+1,130
35
$1.84M 0.82%
49,451
-1,907
36
$1.78M 0.8%
29,496
-616
37
$1.77M 0.79%
8,628
38
$1.74M 0.78%
8,250
39
$1.7M 0.76%
3,468
+314
40
$1.66M 0.75%
23,682
-200
41
$1.59M 0.71%
3,912
42
$1.58M 0.71%
4,902
-39
43
$1.42M 0.64%
38,189
-490
44
$1.36M 0.61%
12,279
+466
45
$1.35M 0.61%
18,506
-319
46
$1.34M 0.6%
11,297
+329
47
$1.34M 0.6%
20,542
+762
48
$1.27M 0.57%
16,622
-4,273
49
$1.27M 0.57%
15,225
+755
50
$1.25M 0.56%
2,709
-7
1
2
3 4 5