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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.55%
8,291
-3,155
52
$1.2M 0.54%
14,341
-126
53
$1.19M 0.53%
4,143
-100
54
$1.16M 0.52%
20,637
-2,000
55
$1.1M 0.49%
21,277
-600
56
$1.07M 0.48%
4,509
+272
57
$1.05M 0.47%
16,092
+2,118
58
$1.04M 0.47%
11,610
59
$1.02M 0.46%
8,103
-150
60
$1.01M 0.45%
19,347
61
$980K 0.44%
10,009
62
$966K 0.43%
23,256
+829
63
$961K 0.43%
4,238
-315
64
$923K 0.41%
5,308
-250
65
$918K 0.41%
6,351
+1,213
66
$914K 0.41%
1,323
+185
67
$905K 0.41%
363
68
$880K 0.39%
4,912
-135
69
$864K 0.39%
3,890
-10
70
$847K 0.38%
6,332
-50
71
$831K 0.37%
10,239
+611
72
$826K 0.37%
6,262
+183
73
$807K 0.36%
3,664
+1,379
74
$803K 0.36%
5,625
-100
75
$790K 0.35%
1,467
+200
1 2
3
4 5