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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$506K 0.22%
7,348
+2,371
102
$491K 0.21%
8,542
-653
103
$490K 0.21%
10,293
-3,264
104
$470K 0.2%
6,205
105
$451K 0.2%
3,291
+296
106
$447K 0.19%
4,029
-591
107
$434K 0.19%
9,475
108
$432K 0.19%
1,813
+195
109
$428K 0.19%
1,850
-1,900
110
$415K 0.18%
7,282
-40
111
$414K 0.18%
2,602
+2,215
112
$412K 0.18%
36,792
113
$395K 0.17%
5,368
+268
114
$384K 0.17%
1,140
-50
115
$368K 0.16%
4,510
-200
116
$365K 0.16%
4,737
117
$363K 0.16%
3,830
118
$363K 0.16%
4,168
119
$360K 0.16%
6,897
-50
120
$354K 0.15%
3,547
+762
121
$346K 0.15%
8,778
122
$338K 0.15%
3,835
+3,657
123
$336K 0.15%
6,177
-800
124
$323K 0.14%
4,600
125
$310K 0.13%
1,389
+714
3 4
5
6 7