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
$176M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$150K
3
+$124K
4
CI icon
Cigna
CI
+$118K
5
AMZN icon
Amazon
AMZN
+$90.1K

Top Sells

1
+$1.62M
2
+$247K
3
+$225K
4
JNJ icon
Johnson & Johnson
JNJ
+$213K
5
GE icon
GE Aerospace
GE
+$210K

Sector Composition

1 Financials 25.7%
2 Healthcare 12.83%
3 Technology 11.28%
4 Consumer Staples 10.39%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.15%
3,410
-300
102
$249K 0.14%
4,780
103
$236K 0.13%
600
-19
104
$233K 0.13%
3,525
+50
105
$227K 0.13%
3,035
106
$224K 0.13%
1,590
107
$223K 0.13%
1,300
-95
108
$212K 0.12%
4,500
+100
109
$209K 0.12%
2,081
110
$199K 0.11%
9,600
111
$195K 0.11%
1,905
112
$178K 0.1%
1,925
113
$177K 0.1%
1,125
-50
114
$171K 0.1%
6,100
115
$168K 0.1%
3,400
116
$166K 0.09%
1,200
+150
117
$163K 0.09%
2,768
118
$161K 0.09%
1,650
119
$159K 0.09%
1,200
+150
120
$149K 0.08%
4,388
+90
121
$144K 0.08%
550
122
$140K 0.08%
3,258
123
$138K 0.08%
2,650
124
$138K 0.08%
900
125
$133K 0.08%
2,118
+300
3 4
5
6 7