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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.34%
8,457
77
$779K 0.33%
9,680
-2,255
78
$740K 0.31%
2,210
-200
79
$728K 0.31%
3,431
-25
80
$721K 0.3%
5,439
81
$708K 0.3%
10,421
-180
82
$673K 0.28%
57,937
83
$670K 0.28%
15,800
+400
84
$644K 0.27%
10,730
-154
85
$622K 0.26%
8,230
-460
86
$616K 0.26%
363
87
$603K 0.25%
1,400
88
$587K 0.25%
700
89
$579K 0.24%
4,620
90
$563K 0.24%
2,775
+50
91
$556K 0.23%
14,805
+375
92
$545K 0.23%
9,470
-50
93
$531K 0.22%
5,800
94
$530K 0.22%
2,955
+65
95
$501K 0.21%
9,695
96
$495K 0.21%
7,060
97
$476K 0.2%
7,519
+894
98
$469K 0.2%
13,592
-701
99
$442K 0.19%
2,022
+363
100
$433K 0.18%
6,393
-600
2 3
4
5 6