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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$470K 0.18%
2,195
102
$462K 0.18%
6,393
103
$458K 0.18%
6,401
+450
104
$447K 0.17%
5,205
-4,475
105
$434K 0.17%
9,195
106
$431K 0.17%
7,322
-5,641
107
$422K 0.16%
2,995
+25
108
$413K 0.16%
4,737
-110
109
$412K 0.16%
1,618
110
$406K 0.16%
930
111
$401K 0.16%
5,100
112
$387K 0.15%
4,168
113
$386K 0.15%
4,977
+50
114
$384K 0.15%
6,977
-320
115
$375K 0.15%
1,620
116
$370K 0.14%
4,710
117
$346K 0.13%
5,950
-800
118
$343K 0.13%
4,600
119
$338K 0.13%
6,475
-100
120
$329K 0.13%
6,947
-800
121
$326K 0.13%
3,830
-300
122
$323K 0.13%
1,875
123
$315K 0.12%
8,778
-200
124
$303K 0.12%
36,792
125
$287K 0.11%
3,276
3 4
5
6 7