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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.17%
5,210
-1,290
102
$403K 0.17%
5,100
-400
103
$396K 0.17%
4,847
-9
104
$392K 0.16%
1,620
105
$391K 0.16%
36,792
106
$387K 0.16%
7,777
-960
107
$386K 0.16%
4,620
+35
108
$374K 0.16%
1,659
109
$369K 0.15%
7,747
110
$367K 0.15%
4,535
+1,335
111
$366K 0.15%
8,978
-1,100
112
$352K 0.15%
2,795
+2,745
113
$351K 0.15%
1,190
-25
114
$348K 0.15%
4,600
115
$346K 0.15%
6,750
+550
116
$346K 0.15%
6,575
117
$328K 0.14%
1,380
118
$327K 0.14%
3,968
+350
119
$325K 0.14%
2,081
120
$318K 0.13%
1,875
-25
121
$312K 0.13%
3,426
122
$312K 0.13%
12,006
123
$296K 0.12%
4,130
124
$295K 0.12%
5,475
+25
125
$290K 0.12%
4,590
+75
3 4
5
6 7