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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$882K 0.38%
20,346
-1,526
77
$859K 0.37%
1,172
-328
78
$852K 0.37%
9,174
-120
79
$821K 0.36%
3,220
-614
80
$817K 0.35%
57,937
81
$783K 0.34%
20,660
-3,068
82
$732K 0.32%
4,925
-418
83
$728K 0.32%
2,916
-167
84
$704K 0.31%
3,302
-157
85
$703K 0.31%
1,210
-148
86
$697K 0.3%
19,000
87
$693K 0.3%
2,720
-55
88
$687K 0.3%
24,954
-2,239
89
$671K 0.29%
8,751
-135
90
$661K 0.29%
5,112
-50
91
$631K 0.27%
4,879
-701
92
$604K 0.26%
2,418
-259
93
$602K 0.26%
2,931
94
$592K 0.26%
1,720
95
$589K 0.26%
2,549
-289
96
$581K 0.25%
4,778
-100
97
$558K 0.24%
4,562
-971
98
$553K 0.24%
4,343
99
$514K 0.22%
3,159
100
$499K 0.22%
6,253
-335
2 3
4
5 6