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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$102K 0.06%
2,900
-500
127
$89K 0.05%
3,233
128
$88K 0.05%
650
129
$87K 0.05%
1,600
130
$87K 0.05%
2,000
-100
131
$83K 0.05%
3,250
132
$81K 0.05%
1,208
-7
133
$80K 0.04%
410
134
$75K 0.04%
1,053
135
$74K 0.04%
445
136
$70K 0.04%
2,102
137
$65K 0.04%
3,983
138
$65K 0.04%
3,111
139
$63K 0.04%
600
-100
140
$63K 0.04%
12,000
141
$62K 0.03%
200
142
$61K 0.03%
450
143
$59K 0.03%
500
144
$59K 0.03%
629
145
$59K 0.03%
3,294
146
$59K 0.03%
4,568
147
$59K 0.03%
742
148
$59K 0.03%
801
149
$58K 0.03%
4,000
150
$55K 0.03%
1,500
4 5
6
7 8