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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$425K
2 +$303K
3 +$145K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1 +$223K
2 +$219K
3 +$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$465K 0.22%
7,906
-348
102
$463K 0.22%
25,160
-1,314
103
$462K 0.22%
4,746
104
$449K 0.21%
5,705
105
$447K 0.21%
3,291
106
$443K 0.21%
2,176
+122
107
$439K 0.21%
3,130
+3,030
108
$425K 0.2%
16,091
-400
109
$417K 0.2%
4,205
110
$414K 0.19%
9,570
-623
111
$409K 0.19%
8,126
-348
112
$407K 0.19%
739
+65
113
$405K 0.19%
2,584
114
$397K 0.19%
5,110
+280
115
$385K 0.18%
4,968
116
$338K 0.16%
4,351
+322
117
$336K 0.16%
3,530
118
$335K 0.16%
5,100
119
$324K 0.15%
1,521
+1,421
120
$317K 0.15%
7,675
121
$306K 0.14%
6,697
122
$304K 0.14%
1,140
123
$304K 0.14%
8,875
-1,359
124
$300K 0.14%
3,837
125
$294K 0.14%
7,212