PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.13%
4,500
102
$231K 0.13%
3,525
-200
103
$221K 0.13%
2,081
-216
104
$218K 0.12%
1,955
105
$213K 0.12%
2,425
106
$208K 0.12%
3,035
107
$205K 0.12%
1,150
108
$204K 0.12%
3,940
109
$203K 0.12%
3,258
-1,521
110
$202K 0.12%
2,768
111
$194K 0.11%
900
112
$186K 0.11%
550
113
$181K 0.1%
1,818
114
$180K 0.1%
2,600
115
$178K 0.1%
9,600
116
$162K 0.09%
2,650
117
$160K 0.09%
4,698
118
$154K 0.09%
6,500
+3,500
119
$151K 0.09%
975
120
$145K 0.08%
2,219
121
$143K 0.08%
975
122
$129K 0.07%
925
+200
123
$127K 0.07%
3,400
+300
124
$117K 0.07%
846
125
$99K 0.06%
2,916
3 4
5
6 7