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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$481K 0.22%
50,910
102
$470K 0.21%
6,794
+661
103
$450K 0.2%
4,343
-160
104
$449K 0.2%
3,159
+29
105
$437K 0.2%
13,073
-50
106
$435K 0.19%
5,640
-65
107
$431K 0.19%
7,528
-236
108
$426K 0.19%
8,009
-236
109
$425K 0.19%
12,875
+300
110
$418K 0.19%
3,153
-100
111
$413K 0.19%
6,184
-525
112
$397K 0.18%
4,005
-200
113
$378K 0.17%
7,600
114
$370K 0.17%
5,100
115
$367K 0.16%
4,165
-186
116
$359K 0.16%
2,116
117
$355K 0.16%
4,845
+100
118
$352K 0.16%
1,140
119
$342K 0.15%
21,444
-1,761
120
$324K 0.15%
3,698
-124
121
$319K 0.14%
3,530
122
$299K 0.13%
8,875
123
$294K 0.13%
6,497
-100
124
$284K 0.13%
855
125
$282K 0.13%
1,940
3 4
5
6 7