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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.62%
30,820
-240
52
$1.45M 0.61%
9,379
+535
53
$1.44M 0.61%
23,692
-1,135
54
$1.42M 0.6%
24,937
-431
55
$1.4M 0.59%
9,800
+65
56
$1.29M 0.54%
13,051
57
$1.28M 0.54%
20,551
+900
58
$1.27M 0.53%
6,390
-475
59
$1.27M 0.53%
5,206
-80
60
$1.25M 0.52%
3,293
-145
61
$1.23M 0.51%
3,845
+60
62
$1.16M 0.49%
3,900
-300
63
$1.13M 0.47%
8,057
-1,590
64
$1.11M 0.47%
4,195
-85
65
$1.08M 0.45%
10,610
+1,870
66
$1.05M 0.44%
22,320
+225
67
$996K 0.42%
21,991
+525
68
$989K 0.41%
11,603
-18
69
$964K 0.4%
4,680
70
$961K 0.4%
11,935
-500
71
$930K 0.39%
54,312
+3,500
72
$878K 0.37%
7,320
-425
73
$873K 0.37%
13,011
-141
74
$850K 0.36%
2,410
-80
75
$838K 0.35%
8,457
-980
1 2
3
4 5