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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$465K 0.22%
13,073
102
$452K 0.21%
6,478
-316
103
$436K 0.21%
3,159
104
$426K 0.2%
44,940
-5,970
105
$420K 0.2%
7,600
106
$401K 0.19%
7,782
-227
107
$401K 0.19%
5,640
108
$393K 0.19%
3,053
-100
109
$388K 0.18%
5,800
110
$387K 0.18%
4,938
+773
111
$373K 0.18%
7,301
-227
112
$356K 0.17%
3,905
-100
113
$351K 0.17%
5,100
114
$341K 0.16%
2,116
115
$319K 0.15%
3,620
-78
116
$303K 0.14%
2,000
117
$302K 0.14%
3,530
118
$301K 0.14%
20,044
-1,400
119
$296K 0.14%
5,059
-1,125
120
$287K 0.14%
8,673
-4,202
121
$282K 0.13%
855
122
$278K 0.13%
2,727
-2
123
$273K 0.13%
6,497
124
$258K 0.12%
840
-300
125
$242K 0.11%
1,392
+56
3 4
5
6 7