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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$616K 0.31%
4,100
77
$604K 0.31%
19,394
-280
78
$602K 0.3%
5,295
79
$536K 0.27%
10,690
80
$534K 0.27%
3,350
+2,504
81
$516K 0.26%
5,239
-200
82
$515K 0.26%
16,470
83
$510K 0.26%
+4,160
84
$506K 0.26%
+6,687
85
$489K 0.25%
2,030
+1,030
86
$489K 0.25%
6,796
-5,900
87
$463K 0.23%
11,821
88
$447K 0.23%
20,606
-100
89
$445K 0.22%
6,552
-300
90
$430K 0.22%
9,772
-141
91
$423K 0.21%
2,865
92
$378K 0.19%
9,760
-80
93
$366K 0.19%
5,370
94
$365K 0.18%
4,142
95
$314K 0.16%
4,128
96
$307K 0.16%
3,475
-150
97
$299K 0.15%
3,879
-558
98
$299K 0.15%
3,710
+60
99
$292K 0.15%
619
+19
100
$289K 0.15%
1,395
+295
2 3
4
5 6