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
$212M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$330K
3
+$257K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$230K
5
AMGN icon
Amgen
AMGN
+$219K

Top Sells

1
+$392K
2
+$374K
3
+$194K
4
APD icon
Air Products & Chemicals
APD
+$188K
5
PFE icon
Pfizer
PFE
+$181K

Sector Composition

1 Technology 18.34%
2 Financials 16.8%
3 Healthcare 14.53%
4 Consumer Staples 9.18%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.11%
5,412
+812
127
$225K 0.11%
2,800
128
$222K 0.1%
3,802
129
$218K 0.1%
1,940
130
$210K 0.1%
2,312
+2,112
131
$209K 0.1%
2,785
132
$209K 0.1%
5,406
-900
133
$203K 0.1%
3,150
134
$202K 0.1%
3,018
-1,827
135
$199K 0.09%
5,912
136
$198K 0.09%
3,000
137
$195K 0.09%
5,875
-3,000
138
$195K 0.09%
3,400
139
$169K 0.08%
4,474
-200
140
$143K 0.07%
2,199
141
$123K 0.06%
490
+100
142
$119K 0.06%
2,130
143
$116K 0.05%
3,410
144
$115K 0.05%
6,900
145
$112K 0.05%
6,100
146
$106K 0.05%
481
147
$106K 0.05%
529
148
$103K 0.05%
2,852
-320
149
$101K 0.05%
775
150
$92.4K 0.04%
2,450
-500
4 5
6
7 8