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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$724K 0.34%
5,800
77
$717K 0.34%
5,279
78
$698K 0.33%
5,608
-1,095
79
$679K 0.32%
6,707
80
$664K 0.31%
6,005
81
$649K 0.3%
13,514
-50
82
$641K 0.3%
2,725
+148
83
$636K 0.3%
1,810
-22
84
$631K 0.3%
6,060
85
$630K 0.29%
2,628
+25
86
$628K 0.29%
2,931
87
$623K 0.29%
9,079
-347
88
$598K 0.28%
6,886
-100
89
$592K 0.28%
4,064
-296
90
$567K 0.27%
6,089
-581
91
$566K 0.27%
5,450
92
$553K 0.26%
2,775
93
$551K 0.26%
1,208
+10
94
$538K 0.25%
12,337
-900
95
$533K 0.25%
4,518
-75
96
$523K 0.24%
4,343
-247
97
$523K 0.24%
6,146
98
$518K 0.24%
51,182
-930
99
$488K 0.23%
7,295
100
$478K 0.22%
6,709
-75
2 3
4
5 6