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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$427K 0.22%
2,603
+766
102
$425K 0.22%
16,491
-600
103
$414K 0.21%
2,584
+95
104
$406K 0.21%
26,474
-23,595
105
$401K 0.21%
5,705
106
$398K 0.21%
3,291
107
$389K 0.2%
4,746
+858
108
$386K 0.2%
2,054
+53
109
$382K 0.2%
10,193
-100
110
$372K 0.19%
8,474
-76
111
$355K 0.18%
4,205
-400
112
$342K 0.18%
674
+113
113
$329K 0.17%
4,830
+193
114
$325K 0.17%
4,029
115
$311K 0.16%
10,234
-200
116
$303K 0.16%
3,530
117
$302K 0.16%
4,968
118
$293K 0.15%
1,140
119
$290K 0.15%
2,030
+31
120
$286K 0.15%
5,100
-168
121
$276K 0.14%
4,600
122
$273K 0.14%
7,675
123
$270K 0.14%
6,697
-200
124
$245K 0.13%
3,837
125
$241K 0.12%
2,785
3 4
5
6 7