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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.55%
17,876
+1,784
52
$1.11M 0.52%
1,720
+397
53
$1.1M 0.52%
20,637
54
$1.1M 0.52%
2,684
-25
55
$1.09M 0.51%
14,371
-854
56
$1.06M 0.5%
13,564
-777
57
$1.03M 0.49%
4,496
-13
58
$1.02M 0.48%
11,610
59
$995K 0.47%
8,103
60
$981K 0.46%
18,402
-945
61
$973K 0.46%
15,211
-1,411
62
$970K 0.46%
21,872
-1,384
63
$970K 0.46%
11,874
+4,042
64
$943K 0.44%
10,429
+190
65
$922K 0.43%
363
66
$917K 0.43%
20,530
-747
67
$888K 0.42%
6,332
68
$888K 0.42%
6,416
+65
69
$884K 0.42%
3,239
+40
70
$876K 0.41%
5,346
+38
71
$843K 0.4%
5,406
+494
72
$842K 0.4%
1,490
+23
73
$768K 0.36%
3,900
-338
74
$763K 0.36%
3,664
75
$751K 0.35%
3,121
-201
1 2
3
4 5