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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.11%
5,102
+400
127
$258K 0.1%
855
128
$248K 0.1%
2,785
129
$246K 0.1%
1,998
130
$230K 0.09%
3,400
131
$224K 0.09%
8,630
132
$220K 0.09%
6,100
133
$211K 0.08%
3,500
134
$201K 0.08%
4,865
135
$192K 0.07%
5,100
136
$188K 0.07%
6,287
-200
137
$176K 0.07%
6,613
-800
138
$159K 0.06%
450
139
$157K 0.06%
1,000
140
$154K 0.06%
740
141
$151K 0.06%
1,425
+100
142
$141K 0.05%
3,250
143
$140K 0.05%
675
144
$134K 0.05%
620
+120
145
$133K 0.05%
+200
146
$130K 0.05%
6,900
147
$128K 0.05%
2,000
148
$123K 0.05%
1,404
149
$122K 0.05%
629
150
$114K 0.04%
200
4 5
6
7 8