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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.12%
9,012
-100
127
$236K 0.1%
2,785
128
$224K 0.09%
3,400
129
$213K 0.09%
855
130
$203K 0.09%
6,100
131
$197K 0.08%
7,465
132
$195K 0.08%
3,600
133
$177K 0.07%
5,165
-550
134
$158K 0.07%
3,000
135
$147K 0.06%
675
136
$142K 0.06%
1,000
137
$139K 0.06%
740
138
$131K 0.05%
3,250
139
$126K 0.05%
1,235
+85
140
$123K 0.05%
3,000
141
$121K 0.05%
2,000
142
$120K 0.05%
6,900
143
$114K 0.05%
504
144
$110K 0.05%
629
145
$107K 0.04%
1,524
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146
$105K 0.04%
1,486
+500
147
$102K 0.04%
1,475
-25
148
$100K 0.04%
500
+155
149
$96K 0.04%
6,750
-530
150
$93K 0.04%
2,943
-400
4 5
6
7 8