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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.17%
4,847
102
$399K 0.17%
2,195
103
$397K 0.17%
5,100
104
$395K 0.17%
4,927
+392
105
$392K 0.17%
4,620
106
$387K 0.16%
9,195
-170
107
$383K 0.16%
1,618
+238
108
$381K 0.16%
1,190
109
$380K 0.16%
5,951
+1,361
110
$378K 0.16%
2,970
+175
111
$371K 0.16%
1,620
112
$369K 0.16%
4,710
-500
113
$367K 0.15%
930
+830
114
$353K 0.15%
7,747
115
$353K 0.15%
4,168
+200
116
$352K 0.15%
36,792
117
$350K 0.15%
6,750
118
$349K 0.15%
7,297
-480
119
$330K 0.14%
8,978
120
$315K 0.13%
4,600
121
$310K 0.13%
6,575
122
$300K 0.13%
4,130
123
$284K 0.12%
1,998
-83
124
$269K 0.11%
1,875
125
$268K 0.11%
3,276
-150
3 4
5
6 7