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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$827K 0.55%
9,775
52
$825K 0.54%
16,365
+262
53
$804K 0.53%
9,145
54
$798K 0.53%
17,803
55
$775K 0.51%
12,823
56
$773K 0.51%
57,937
57
$764K 0.5%
11,460
-100
58
$755K 0.5%
4,650
-1,100
59
$736K 0.49%
5,575
+400
60
$722K 0.48%
12,075
+100
61
$709K 0.47%
9,066
62
$683K 0.45%
14,650
-400
63
$674K 0.44%
7,950
-50
64
$672K 0.44%
9,905
-159
65
$650K 0.43%
12,900
-400
66
$630K 0.42%
4,947
-50
67
$626K 0.41%
9,267
68
$611K 0.4%
44,408
69
$599K 0.4%
15,337
+500
70
$585K 0.39%
15,337
-3,500
71
$569K 0.38%
9,791
72
$563K 0.37%
7,375
-2,550
73
$546K 0.36%
5,194
+975
74
$544K 0.36%
16,250
-700
75
$542K 0.36%
9,239
+637
1 2
3
4 5