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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.15%
4,780
+840
102
$286K 0.14%
3,925
+500
103
$282K 0.14%
363
+313
104
$271K 0.14%
1,590
105
$269K 0.14%
9,125
106
$266K 0.13%
2,081
107
$247K 0.12%
2,600
108
$241K 0.12%
1,175
109
$237K 0.12%
9,600
110
$224K 0.11%
4,400
111
$221K 0.11%
1,925
112
$221K 0.11%
2,768
113
$215K 0.11%
3,035
114
$208K 0.11%
1,905
115
$192K 0.1%
1,650
+1,050
116
$190K 0.1%
550
117
$186K 0.09%
900
118
$180K 0.09%
3,258
119
$173K 0.09%
1,050
120
$171K 0.09%
1,050
121
$168K 0.08%
2,650
122
$161K 0.08%
6,100
+2,850
123
$160K 0.08%
+3,400
124
$159K 0.08%
2,208
+1,000
125
$158K 0.08%
2,219
3 4
5
6 7