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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.02%
16,618
-239
27
$2.13M 1.01%
7,064
+614
28
$2.06M 0.97%
13,831
-862
29
$1.89M 0.89%
32,523
-270
30
$1.85M 0.87%
10,583
+266
31
$1.85M 0.87%
3,624
+156
32
$1.82M 0.86%
9,621
+100
33
$1.81M 0.85%
18,669
-132
34
$1.76M 0.83%
8,628
35
$1.67M 0.79%
8,695
+445
36
$1.66M 0.78%
28,963
-800
37
$1.65M 0.78%
14,881
+3,584
38
$1.61M 0.76%
4,987
+85
39
$1.53M 0.72%
27,341
-2,155
40
$1.53M 0.72%
14,443
-1,557
41
$1.53M 0.72%
23,582
-100
42
$1.53M 0.72%
47,095
-2,356
43
$1.51M 0.71%
4,001
+89
44
$1.28M 0.61%
18,506
45
$1.27M 0.6%
21,540
+998
46
$1.26M 0.6%
4,705
+815
47
$1.26M 0.59%
4,185
+42
48
$1.25M 0.59%
13,039
+760
49
$1.19M 0.56%
8,304
+13
50
$1.17M 0.55%
35,342
-2,847
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