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
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$803K 0.35%
14,854
-240
77
$803K 0.35%
8,740
+1,900
78
$754K 0.33%
5,424
79
$750K 0.33%
3,456
-100
80
$736K 0.32%
57,937
81
$705K 0.31%
8,945
82
$673K 0.29%
11,332
-1,065
83
$642K 0.28%
5,800
84
$619K 0.27%
9,680
85
$580K 0.25%
7,110
86
$570K 0.25%
4,820
-180
87
$540K 0.23%
13,950
+600
88
$528K 0.23%
700
89
$518K 0.23%
2,725
90
$517K 0.22%
1,300
91
$512K 0.22%
6,500
92
$510K 0.22%
363
93
$455K 0.2%
14,574
-11
94
$444K 0.19%
9,525
95
$418K 0.18%
5,500
-200
96
$412K 0.18%
2,450
+1,365
97
$410K 0.18%
9,713
-217
98
$403K 0.18%
10,078
-100
99
$396K 0.17%
7,747
-200
100
$390K 0.17%
8,737
-880
2 3
4
5 6