PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67K 0.04%
700
127
$66K 0.04%
1,700
128
$63K 0.04%
2,400
129
$63K 0.04%
704
+200
130
$61K 0.04%
700
+200
131
$60K 0.04%
1,159
132
$59K 0.04%
3,480
133
$59K 0.04%
500
134
$52K 0.03%
2,231
135
$52K 0.03%
1,215
136
$49K 0.03%
1,220
137
$49K 0.03%
3,294
138
$49K 0.03%
2,102
139
$44K 0.03%
140
140
$44K 0.03%
1,746
141
$42K 0.03%
1,500
142
$42K 0.03%
400
143
$42K 0.03%
1,500
144
$42K 0.03%
313
145
$39K 0.03%
350
-50
146
$39K 0.03%
3,111
+1,889
147
$39K 0.03%
1,500
148
$38K 0.03%
310
149
$38K 0.03%
200
150
$35K 0.02%
2,000
4 5
6
7 8