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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.14%
4,600
127
$279K 0.13%
3,076
128
$273K 0.13%
2,116
+86
129
$266K 0.12%
855
-40
130
$264K 0.12%
2,785
131
$263K 0.12%
5,035
-121
132
$247K 0.12%
1,940
133
$239K 0.11%
6,853
-1
134
$238K 0.11%
3,400
135
$237K 0.11%
3,100
136
$233K 0.11%
2,000
137
$229K 0.11%
4,287
-200
138
$185K 0.09%
3,250
139
$182K 0.09%
5,172
-400
140
$181K 0.08%
2,879
-25
141
$153K 0.07%
6,100
142
$150K 0.07%
2,950
143
$139K 0.06%
800
144
$124K 0.06%
846
145
$122K 0.06%
529
146
$119K 0.06%
481
-36
147
$119K 0.06%
3,555
148
$107K 0.05%
2,875
149
$104K 0.05%
2,810
150
$103K 0.05%
3,500
4 5
6
7 8