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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$95K 0.05%
638
-348
127
$90K 0.05%
3,233
128
$88K 0.05%
650
129
$82K 0.05%
1,215
130
$80K 0.05%
1,053
+100
131
$80K 0.05%
1,600
132
$78K 0.04%
+600
133
$76K 0.04%
3,250
134
$75K 0.04%
445
+125
135
$73K 0.04%
700
+200
136
$70K 0.04%
200
137
$66K 0.04%
450
138
$66K 0.04%
410
139
$65K 0.04%
100
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140
$64K 0.04%
2,600
141
$63K 0.04%
500
142
$63K 0.04%
2,120
+1,500
143
$62K 0.04%
629
-25
144
$61K 0.03%
3,294
145
$61K 0.03%
2,100
146
$59K 0.03%
4,568
147
$59K 0.03%
2,102
148
$59K 0.03%
801
149
$58K 0.03%
4,000
150
$58K 0.03%
615
+33
4 5
6
7 8