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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$741K 0.35%
9,438
+2,934
77
$728K 0.34%
6,060
78
$708K 0.33%
1,803
-3
79
$707K 0.33%
9,830
-179
80
$707K 0.33%
1,397
+46
81
$690K 0.33%
5,575
-50
82
$681K 0.32%
24,882
-462
83
$675K 0.32%
16,514
-675
84
$667K 0.31%
3,032
-382
85
$666K 0.31%
6,023
-239
86
$665K 0.31%
21,000
87
$663K 0.31%
8,886
-227
88
$640K 0.3%
27,193
89
$625K 0.29%
57,937
90
$624K 0.29%
5,162
91
$577K 0.27%
2,775
92
$573K 0.27%
5,002
93
$550K 0.26%
6,786
-100
94
$541K 0.26%
2,931
95
$528K 0.25%
5,805
-200
96
$520K 0.25%
4,343
97
$519K 0.24%
3,402
+49
98
$518K 0.24%
5,594
-325
99
$498K 0.23%
2,938
-919
100
$465K 0.22%
1,708
2 3
4
5 6