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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.3%
5,439
77
$778K 0.3%
52,112
-500
78
$761K 0.3%
363
79
$758K 0.29%
2,210
80
$718K 0.28%
2,775
81
$716K 0.28%
3,431
82
$703K 0.27%
15,800
83
$703K 0.27%
57,937
84
$678K 0.26%
3,320
+365
85
$668K 0.26%
1,400
86
$641K 0.25%
700
87
$637K 0.25%
5,800
88
$633K 0.25%
10,464
-266
89
$594K 0.23%
15,205
+400
90
$592K 0.23%
2,622
+600
91
$558K 0.22%
13,557
-35
92
$537K 0.21%
9,470
93
$529K 0.21%
6,205
-2,025
94
$513K 0.2%
9,475
-220
95
$511K 0.2%
7,060
96
$505K 0.2%
1,731
+1,675
97
$493K 0.19%
1,190
98
$490K 0.19%
7,719
+200
99
$478K 0.19%
4,620
100
$476K 0.19%
4,620
2 3
4
5 6