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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.01%
15,382
-1,308
27
$2.15M 0.93%
9,394
-358
28
$2.1M 0.91%
75,763
-7,608
29
$2.05M 0.89%
18,066
-513
30
$2.05M 0.89%
41,010
-3,304
31
$2.04M 0.89%
8,291
32
$1.96M 0.85%
9,906
-627
33
$1.95M 0.85%
4,669
-312
34
$1.89M 0.82%
44,981
-1,448
35
$1.87M 0.81%
3,843
-367
36
$1.8M 0.78%
7,410
-795
37
$1.73M 0.75%
3,427
-249
38
$1.72M 0.75%
8,894
+198
39
$1.71M 0.74%
26,830
-1,907
40
$1.68M 0.73%
13,408
-1,035
41
$1.51M 0.65%
21,027
-2,298
42
$1.48M 0.64%
24,263
-3,078
43
$1.48M 0.64%
8,427
+24
44
$1.41M 0.61%
21,494
-203
45
$1.39M 0.6%
17,013
-712
46
$1.38M 0.6%
1,660
-60
47
$1.38M 0.6%
3,349
-651
48
$1.33M 0.58%
4,689
-56
49
$1.3M 0.56%
8,053
-50
50
$1.27M 0.55%
21,037
+300
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