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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.21%
3,511
-63
102
$469K 0.2%
3,836
-1,300
103
$445K 0.19%
7,676
-85
104
$442K 0.19%
7,600
105
$436K 0.19%
4,840
-800
106
$432K 0.19%
4,719
-875
107
$423K 0.18%
4,850
-88
108
$415K 0.18%
7,195
109
$403K 0.17%
2,000
110
$397K 0.17%
4,479
-688
111
$376K 0.16%
42,267
-1,664
112
$367K 0.16%
4,597
-503
113
$356K 0.15%
8,058
-5,015
114
$355K 0.15%
1,931
115
$331K 0.14%
755
-100
116
$329K 0.14%
2,224
-453
117
$316K 0.14%
4,721
-288
118
$311K 0.14%
3,405
-500
119
$311K 0.14%
6,961
-1,112
120
$283K 0.12%
6,497
121
$268K 0.12%
15,244
-4,700
122
$260K 0.11%
5,412
123
$243K 0.11%
5,775
-100
124
$242K 0.11%
2,503
-224
125
$240K 0.1%
2,785
3 4
5
6 7