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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.53%
14,234
-144
52
$1.23M 0.53%
17,521
-935
53
$1.23M 0.53%
22,614
-8,211
54
$1.2M 0.52%
6,299
+93
55
$1.17M 0.51%
12,494
-473
56
$1.15M 0.5%
31,785
-1,330
57
$1.14M 0.5%
363
58
$1.11M 0.48%
11,782
-90
59
$1.11M 0.48%
5,362
-1,087
60
$1.1M 0.48%
3,957
-530
61
$1.09M 0.47%
2,401
-327
62
$1.07M 0.46%
2,919
-391
63
$1.01M 0.44%
16,802
-1,600
64
$1.01M 0.44%
10,684
-73
65
$986K 0.43%
4,736
-610
66
$965K 0.42%
19,628
-742
67
$959K 0.42%
9,830
68
$945K 0.41%
13,511
-1,670
69
$922K 0.4%
1,918
+147
70
$922K 0.4%
9,529
-1,776
71
$918K 0.4%
5,178
-865
72
$916K 0.4%
15,811
-703
73
$898K 0.39%
3,595
-139
74
$892K 0.39%
6,951
+2,913
75
$889K 0.39%
5,440
-620
1 2
3
4 5