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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.55%
17,342
52
$1M 0.52%
4,777
+44
53
$1M 0.52%
12,035
+162
54
$979K 0.51%
38,616
-4,463
55
$951K 0.49%
7,850
-25
56
$934K 0.48%
20,415
+566
57
$919K 0.47%
4,059
-211
58
$919K 0.47%
6,196
+10
59
$901K 0.46%
5,272
-2
60
$897K 0.46%
6,890
-200
61
$879K 0.45%
20,316
-273
62
$854K 0.44%
3,789
63
$841K 0.43%
7,079
-100
64
$836K 0.43%
10,211
65
$835K 0.43%
22,000
66
$803K 0.41%
4,974
+134
67
$796K 0.41%
6,703
+433
68
$789K 0.41%
19,617
-300
69
$783K 0.4%
4,409
+154
70
$777K 0.4%
2,822
+1,537
71
$777K 0.4%
363
72
$686K 0.35%
23,409
+249
73
$685K 0.35%
9,499
+226
74
$672K 0.35%
57,937
75
$659K 0.34%
6,986
+15
1 2
3
4 5