PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.1%
690
-150
127
$231K 0.1%
1,368
-35
128
$226K 0.1%
2,783
-175
129
$211K 0.09%
3,150
130
$211K 0.09%
5,712
-200
131
$202K 0.09%
3,694
-100
132
$202K 0.09%
5,353
-53
133
$183K 0.08%
3,400
134
$157K 0.07%
4,174
-200
135
$156K 0.07%
2,018
-1,000
136
$143K 0.06%
2,199
137
$140K 0.06%
6,900
138
$136K 0.06%
481
139
$134K 0.06%
428
140
$122K 0.05%
2,852
141
$115K 0.05%
2,000
142
$113K 0.05%
1,500
143
$112K 0.05%
775
144
$104K 0.05%
198
145
$103K 0.04%
500
146
$99.2K 0.04%
2,510
-900
147
$96.7K 0.04%
3,555
148
$88.2K 0.04%
3,111
149
$85.5K 0.04%
2,000
-300
150
$84.1K 0.04%
2,344
4 5
6
7 8