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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.12%
2,729
127
$249K 0.11%
2,800
-1,000
128
$234K 0.11%
2,785
129
$233K 0.1%
2,000
130
$230K 0.1%
1,336
+475
131
$223K 0.1%
3,000
-100
132
$223K 0.1%
6,306
-100
133
$216K 0.1%
4,600
134
$211K 0.09%
3,400
135
$210K 0.09%
5,912
136
$190K 0.09%
4,674
137
$190K 0.09%
3,150
-100
138
$187K 0.08%
3,802
-200
139
$135K 0.06%
2,130
140
$134K 0.06%
2,950
141
$132K 0.06%
529
142
$129K 0.06%
2,199
143
$128K 0.06%
3,410
+600
144
$123K 0.06%
6,100
145
$119K 0.05%
6,900
146
$115K 0.05%
775
147
$113K 0.05%
3,172
-1,400
148
$105K 0.05%
3,555
149
$103K 0.05%
481
150
$102K 0.05%
390
4 5
6
7 8