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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$196K
3
+$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1
+$1.87M
2
+$890K
3
+$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.98%
12,712
-306
27
$2.15M 0.97%
19,616
-211
28
$2.14M 0.97%
7,187
-101
29
$2.13M 0.96%
39,945
+593
30
$2.12M 0.96%
9,218
-158
31
$2.07M 0.94%
12,179
-235
32
$2.03M 0.92%
4,091
-178
33
$1.99M 0.9%
3,474
-229
34
$1.93M 0.87%
43,005
-957
35
$1.93M 0.87%
11,342
-4,643
36
$1.77M 0.8%
19,588
-610
37
$1.72M 0.78%
3,330
+42
38
$1.63M 0.74%
20,192
-396
39
$1.55M 0.7%
21,588
-221
40
$1.55M 0.7%
4,800
+71
41
$1.54M 0.7%
13,538
-4,095
42
$1.5M 0.68%
23,245
43
$1.49M 0.67%
8,037
44
$1.45M 0.65%
1,522
-15
45
$1.43M 0.65%
7,838
-563
46
$1.36M 0.62%
3,260
-24
47
$1.36M 0.62%
13,953
-164
48
$1.35M 0.61%
8,893
+67
49
$1.34M 0.61%
2,287
-23
50
$1.33M 0.6%
46,084
-11,294
1
2
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