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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.34%
13,564
+271
77
$636K 0.33%
6,670
+64
78
$629K 0.32%
20,837
+1,272
79
$629K 0.32%
4,360
+50
80
$623K 0.32%
1,133
+6
81
$623K 0.32%
4,590
+87
82
$613K 0.32%
5,800
83
$602K 0.31%
1,832
+96
84
$594K 0.31%
5,279
-75
85
$591K 0.3%
2,577
+27
86
$590K 0.3%
52,112
87
$583K 0.3%
6,784
-50
88
$565K 0.29%
1,198
+10
89
$557K 0.29%
6,707
-350
90
$533K 0.28%
13,237
-300
91
$524K 0.27%
6,005
92
$521K 0.27%
2,775
93
$490K 0.25%
2,931
94
$489K 0.25%
6,060
95
$486K 0.25%
6,146
+1,642
96
$481K 0.25%
5,450
-850
97
$477K 0.25%
7,295
-1,172
98
$475K 0.25%
9,426
-75
99
$471K 0.24%
8,254
-75
100
$470K 0.24%
4,593
-500
2 3
4
5 6