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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$154K 0.08%
4,120
127
$152K 0.08%
4,298
-200
128
$152K 0.08%
1,818
129
$133K 0.07%
3,100
-100
130
$126K 0.06%
975
131
$122K 0.06%
2,971
+300
132
$114K 0.06%
3,233
133
$114K 0.06%
1,347
+605
134
$108K 0.05%
2,916
135
$104K 0.05%
2,900
136
$97K 0.05%
+1,795
137
$85K 0.04%
1,600
138
$85K 0.04%
445
139
$77K 0.04%
550
-100
140
$75K 0.04%
455
+45
141
$74K 0.04%
2,102
142
$72K 0.04%
3,111
143
$69K 0.03%
450
144
$66K 0.03%
853
-200
145
$64K 0.03%
629
146
$63K 0.03%
3,983
147
$63K 0.03%
200
148
$61K 0.03%
12,000
149
$59K 0.03%
3,294
150
$58K 0.03%
4,568
4 5
6
7 8