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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.13%
533
+333
127
$285K 0.12%
2,159
+1,159
128
$280K 0.12%
5,650
-300
129
$270K 0.12%
3,076
-200
130
$269K 0.12%
895
+40
131
$266K 0.12%
+1,025
132
$255K 0.11%
6,187
-100
133
$248K 0.11%
1,940
-58
134
$245K 0.11%
3,400
135
$243K 0.11%
411
+211
136
$236K 0.1%
3,050
-2,155
137
$209K 0.09%
6,100
138
$195K 0.08%
6,613
139
$192K 0.08%
4,275
-2,200
140
$190K 0.08%
2,224
+224
141
$184K 0.08%
4,865
142
$183K 0.08%
+401
143
$179K 0.08%
+3,250
144
$176K 0.08%
1,709
+284
145
$166K 0.07%
2,913
-30
146
$162K 0.07%
450
147
$161K 0.07%
5,630
-3,000
148
$153K 0.07%
751
+131
149
$146K 0.06%
+1,674
150
$136K 0.06%
629
4 5
6
7 8