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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$787K 0.35%
3,199
+12
77
$736K 0.33%
1,806
+56
78
$734K 0.33%
17,189
-1,338
79
$730K 0.33%
3,322
-187
80
$727K 0.33%
25,344
+892
81
$726K 0.33%
3,414
+309
82
$720K 0.32%
3,857
-207
83
$719K 0.32%
27,193
-5,823
84
$713K 0.32%
5,162
-17
85
$705K 0.32%
1,351
+504
86
$676K 0.3%
6,005
87
$669K 0.3%
7,832
-120
88
$669K 0.3%
21,000
-1,000
89
$663K 0.3%
57,937
90
$651K 0.29%
9,113
-85
91
$626K 0.28%
2,775
92
$615K 0.28%
6,886
93
$608K 0.27%
2,931
94
$606K 0.27%
5,002
-100
95
$605K 0.27%
5,800
96
$581K 0.26%
3,353
+599
97
$578K 0.26%
6,060
98
$578K 0.26%
5,919
-250
99
$539K 0.24%
6,504
+1,218
100
$483K 0.22%
1,708
+82
2 3
4
5 6