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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$169K 0.11%
8,822
102
$160K 0.11%
2,350
-1,150
103
$160K 0.11%
+4,120
104
$143K 0.09%
2,768
+1,546
105
$141K 0.09%
650
106
$136K 0.09%
2,335
107
$136K 0.09%
4,171
+100
108
$135K 0.09%
1,020
109
$131K 0.09%
4,416
110
$129K 0.09%
1,275
+100
111
$120K 0.08%
875
112
$117K 0.08%
1,768
113
$117K 0.08%
975
114
$112K 0.07%
900
115
$110K 0.07%
3,892
116
$108K 0.07%
3,983
117
$108K 0.07%
975
118
$103K 0.07%
1,049
119
$102K 0.07%
4,000
120
$100K 0.07%
1,237
121
$99K 0.07%
1,250
122
$99K 0.07%
1,900
123
$93K 0.06%
1,456
124
$85K 0.06%
865
-200
125
$80K 0.05%
1,100
3 4
5
6 7