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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.31%
19,674
-421
77
$547K 0.31%
7,852
78
$535K 0.31%
5,383
-525
79
$533K 0.3%
17,970
-150
80
$529K 0.3%
8,144
-35
81
$527K 0.3%
10,810
-400
82
$508K 0.29%
7,275
-584
83
$444K 0.25%
5,539
84
$424K 0.24%
2,865
85
$380K 0.22%
6,846
+5,700
86
$379K 0.22%
10,041
-907
87
$356K 0.2%
11,821
88
$344K 0.2%
9,940
89
$343K 0.2%
5,370
90
$325K 0.19%
600
+100
91
$322K 0.18%
4,128
92
$322K 0.18%
4,437
-163
93
$313K 0.18%
6,671
-1,500
94
$288K 0.16%
1,200
+200
95
$279K 0.16%
7,600
96
$275K 0.16%
3,650
97
$273K 0.16%
9,125
98
$263K 0.15%
3,775
+100
99
$260K 0.15%
1,175
100
$256K 0.15%
1,665
-25
2 3
4
5 6