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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.61%
40,000
-34,000
52
$1.43M 0.6%
8,523
-516
53
$1.39M 0.59%
10,750
+950
54
$1.38M 0.58%
9,529
+150
55
$1.37M 0.58%
22,959
-733
56
$1.26M 0.53%
12,885
-166
57
$1.23M 0.52%
6,140
-250
58
$1.23M 0.52%
20,637
-4,300
59
$1.2M 0.51%
3,549
+2,374
60
$1.19M 0.5%
20,524
-27
61
$1.16M 0.49%
3,075
+3,000
62
$1.11M 0.47%
3,223
-70
63
$1.1M 0.46%
10,801
+191
64
$1.08M 0.46%
5,071
-135
65
$1.05M 0.44%
7,887
-170
66
$1.04M 0.44%
22,392
+72
67
$1.02M 0.43%
21,991
68
$997K 0.42%
11,603
69
$956K 0.4%
4,580
-100
70
$907K 0.38%
3,790
-405
71
$872K 0.37%
7,055
-265
72
$863K 0.36%
15,424
+835
73
$832K 0.35%
12,963
-48
74
$823K 0.35%
3,750
-150
75
$813K 0.34%
52,612
-1,700
1 2
3
4 5