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
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.63%
31,060
52
$1.42M 0.62%
9,139
-235
53
$1.4M 0.61%
25,368
54
$1.31M 0.57%
5,286
-35
55
$1.29M 0.56%
6,865
-110
56
$1.29M 0.56%
9,735
-150
57
$1.27M 0.55%
3,438
+800
58
$1.26M 0.55%
13,051
-33
59
$1.23M 0.53%
9,647
-2,216
60
$1.19M 0.52%
4,200
-350
61
$1.18M 0.51%
8,844
-375
62
$1.16M 0.5%
3,785
+300
63
$1.15M 0.5%
19,651
-300
64
$1.15M 0.5%
4,280
-465
65
$1.05M 0.46%
12,435
-320
66
$1M 0.44%
4,680
-50
67
$1M 0.44%
22,095
+6,195
68
$936K 0.41%
50,812
+8,500
69
$931K 0.4%
2,490
-100
70
$898K 0.39%
11,621
-917
71
$861K 0.37%
13,152
-361
72
$839K 0.36%
21,466
-600
73
$838K 0.36%
9,437
-100
74
$831K 0.36%
10,761
75
$814K 0.35%
7,745
-200
1 2
3
4 5