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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$558K 0.31%
5,295
77
$555K 0.31%
6,883
+1,500
78
$550K 0.31%
9,697
-100
79
$539K 0.3%
10,690
-120
80
$504K 0.28%
20,706
-100
81
$471K 0.26%
16,470
-1,500
82
$466K 0.26%
5,439
-100
83
$459K 0.26%
6,852
-1,000
84
$426K 0.24%
9,913
-128
85
$426K 0.24%
11,821
86
$401K 0.22%
2,865
87
$401K 0.22%
9,840
-100
88
$372K 0.21%
5,370
89
$322K 0.18%
4,128
90
$318K 0.18%
4,142
-3,133
91
$315K 0.18%
13,000
+6,500
92
$301K 0.17%
4,437
93
$299K 0.17%
600
94
$297K 0.17%
3,650
95
$276K 0.15%
3,625
-150
96
$260K 0.15%
1,590
-75
97
$257K 0.14%
9,125
98
$237K 0.13%
4,400
-100
99
$227K 0.13%
1,000
-200
100
$225K 0.13%
2,081
2 3
4
5 6