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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.1%
4,702
-773
127
$226K 0.1%
2,785
128
$226K 0.1%
855
129
$220K 0.09%
8,630
-3,376
130
$214K 0.09%
3,500
+500
131
$213K 0.09%
3,400
132
$204K 0.09%
6,100
133
$202K 0.09%
7,413
-52
134
$192K 0.08%
6,487
-2,525
135
$180K 0.08%
3,600
136
$173K 0.07%
4,865
-300
137
$152K 0.06%
5,100
+3,400
138
$145K 0.06%
740
139
$145K 0.06%
3,250
140
$130K 0.05%
1,325
+90
141
$129K 0.05%
1,000
142
$129K 0.05%
675
143
$124K 0.05%
2,000
144
$119K 0.05%
6,900
145
$117K 0.05%
450
-54
146
$113K 0.05%
1,404
-120
147
$109K 0.05%
3,000
148
$106K 0.04%
629
149
$104K 0.04%
1,486
150
$99K 0.04%
500
4 5
6
7 8