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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.32%
6,375
77
$457K 0.3%
6,392
-32
78
$450K 0.3%
22,020
+2,700
79
$449K 0.3%
4,315
80
$411K 0.27%
20,726
-1,472
81
$404K 0.27%
12,537
-1,904
82
$392K 0.26%
4,250
83
$382K 0.25%
4,665
+600
84
$376K 0.25%
5,166
-66
85
$360K 0.24%
13,940
-2,560
86
$313K 0.21%
6,820
-1,600
87
$305K 0.2%
2,865
88
$280K 0.18%
6,950
+400
89
$264K 0.17%
4,000
90
$253K 0.17%
2,544
91
$245K 0.16%
3,225
92
$235K 0.16%
8,930
93
$231K 0.15%
2,338
94
$229K 0.15%
6,263
95
$219K 0.14%
2,575
96
$218K 0.14%
5,300
-100
97
$203K 0.13%
6,000
+2,000
98
$200K 0.13%
3,402
99
$188K 0.12%
1,800
100
$183K 0.12%
2,368
2 3
4
5 6