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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.12%
7,212
-1,566
127
$234K 0.12%
3,076
128
$225K 0.12%
895
129
$223K 0.12%
1,000
130
$219K 0.11%
3,100
131
$218K 0.11%
3,400
132
$203K 0.1%
1,940
133
$199K 0.1%
2,000
134
$198K 0.1%
5,156
-12
135
$196K 0.1%
6,854
-300
136
$179K 0.09%
2,904
-9
137
$164K 0.08%
5,572
-605
138
$162K 0.08%
3,250
139
$161K 0.08%
4,487
140
$159K 0.08%
2,950
-100
141
$140K 0.07%
6,100
142
$125K 0.06%
846
+122
143
$121K 0.06%
751
144
$119K 0.06%
800
+50
145
$117K 0.06%
529
146
$110K 0.06%
517
147
$103K 0.05%
390
148
$101K 0.05%
2,810
149
$97K 0.05%
6,900
150
$94K 0.05%
3,555
4 5
6
7 8