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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.57%
11,810
52
$1.21M 0.57%
11,034
53
$1.18M 0.55%
14,287
+98
54
$1.15M 0.54%
4,680
-97
55
$1.11M 0.52%
21,503
+1,088
56
$1.07M 0.5%
5,823
+551
57
$1.04M 0.49%
35,516
-3,100
58
$1.01M 0.47%
10,009
-202
59
$1M 0.47%
3,817
+28
60
$995K 0.47%
6,525
-365
61
$970K 0.45%
4,059
62
$962K 0.45%
2,859
+37
63
$960K 0.45%
20,316
64
$955K 0.45%
22,000
65
$916K 0.43%
4,409
66
$909K 0.43%
6,098
-98
67
$895K 0.42%
363
68
$885K 0.41%
6,279
-800
69
$884K 0.41%
5,088
+114
70
$831K 0.39%
9,499
71
$814K 0.38%
24,581
+3,744
72
$803K 0.38%
1,133
73
$799K 0.37%
22,846
-563
74
$758K 0.35%
18,352
-1,265
75
$756K 0.35%
57,937
1 2
3
4 5