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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.64%
25,888
+2,900
52
$1.13M 0.63%
11,798
+554
53
$1.09M 0.61%
18,822
54
$1.06M 0.59%
5,675
+700
55
$1.06M 0.59%
15,500
-700
56
$1.01M 0.56%
5,450
-50
57
$992K 0.56%
11,625
+1,300
58
$975K 0.55%
19,960
+150
59
$972K 0.54%
9,276
-75
60
$967K 0.54%
13,100
-100
61
$928K 0.52%
13,330
62
$882K 0.49%
6,575
63
$871K 0.49%
21,244
-300
64
$803K 0.45%
11,970
-100
65
$785K 0.44%
9,926
-143
66
$778K 0.44%
57,937
67
$772K 0.43%
44,728
68
$744K 0.42%
6,626
69
$712K 0.4%
12,696
+5,850
70
$696K 0.39%
10,730
71
$681K 0.38%
8,144
72
$626K 0.35%
10,600
73
$598K 0.33%
19,674
74
$584K 0.33%
8,663
+1,000
75
$574K 0.32%
4,100
-150
1 2
3
4 5