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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$832K 0.35%
14,589
-265
77
$820K 0.34%
10,601
-160
78
$758K 0.32%
3,456
79
$728K 0.31%
5,439
+15
80
$714K 0.3%
57,937
81
$707K 0.3%
8,690
-255
82
$657K 0.28%
10,884
-448
83
$635K 0.27%
15,400
+1,450
84
$628K 0.26%
5,800
85
$612K 0.26%
700
86
$606K 0.25%
7,060
-50
87
$602K 0.25%
9,520
-160
88
$602K 0.25%
1,400
+100
89
$573K 0.24%
4,620
-200
90
$542K 0.23%
363
91
$530K 0.22%
14,430
+4,850
92
$529K 0.22%
2,725
93
$516K 0.22%
2,890
+440
94
$471K 0.2%
9,695
-18
95
$456K 0.19%
2,195
96
$451K 0.19%
14,293
-281
97
$435K 0.18%
6,625
+1,200
98
$426K 0.18%
6,993
-225
99
$415K 0.17%
9,365
-160
100
$409K 0.17%
1,175
+405
2 3
4
5 6