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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.61%
18,425
-213
52
$1.2M 0.61%
27,950
+100
53
$1.18M 0.6%
27,050
-100
54
$1.16M 0.59%
20,410
+450
55
$1.13M 0.57%
12,229
+431
56
$1.13M 0.57%
5,450
57
$1.13M 0.57%
9,986
+3,360
58
$1.1M 0.56%
9,426
+150
59
$1.1M 0.56%
15,000
-500
60
$1.05M 0.53%
13,172
+3,246
61
$1.05M 0.53%
13,525
+195
62
$1.02M 0.52%
11,625
63
$1.01M 0.51%
13,100
64
$959K 0.48%
38,900
+25,900
65
$919K 0.46%
6,100
-475
66
$901K 0.46%
20,969
-275
67
$779K 0.39%
44,728
68
$737K 0.37%
57,937
69
$730K 0.37%
8,948
+2,065
70
$723K 0.37%
11,870
-100
71
$712K 0.36%
10,630
-100
72
$684K 0.35%
8,563
-100
73
$669K 0.34%
8,144
74
$647K 0.33%
10,600
75
$645K 0.33%
10,697
+1,000
1 2
3
4 5