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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.12%
3,940
102
$219K 0.12%
1,175
103
$215K 0.12%
1,100
-50
104
$210K 0.12%
3,035
105
$206K 0.12%
3,425
-100
106
$205K 0.11%
3,258
107
$204K 0.11%
9,600
108
$201K 0.11%
2,600
109
$197K 0.11%
1,905
-50
110
$194K 0.11%
2,768
111
$184K 0.1%
1,925
-500
112
$174K 0.1%
900
113
$169K 0.09%
1,818
114
$166K 0.09%
2,650
115
$165K 0.09%
1,050
+75
116
$163K 0.09%
1,050
+75
117
$162K 0.09%
550
118
$161K 0.09%
412
+200
119
$161K 0.09%
2,219
120
$148K 0.08%
4,498
-200
121
$139K 0.08%
3,200
-4,400
122
$119K 0.07%
975
+50
123
$117K 0.07%
846
124
$113K 0.06%
2,671
-4,000
125
$102K 0.06%
2,916
3 4
5
6 7