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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2M
3
+$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160K
5
AXP icon
American Express
AXP
+$139K

Top Sells

1
+$2.12M
2
+$646K
3
+$231K
4
DE icon
Deere & Co
DE
+$195K
5
AMGN icon
Amgen
AMGN
+$179K

Sector Composition

1 Financials 25.09%
2 Consumer Staples 12.77%
3 Healthcare 11.44%
4 Industrials 11.06%
5 Technology 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.02%
542
152
$33K 0.02%
374
153
$32K 0.02%
600
154
$32K 0.02%
783
155
$32K 0.02%
746
156
$31K 0.02%
876
157
$31K 0.02%
482
158
$30K 0.02%
2,849
+49
159
$30K 0.02%
901
-400
160
$28K 0.02%
5,223
-2,458
161
$27K 0.02%
3,000
162
$25K 0.02%
360
163
$25K 0.02%
200
164
$25K 0.02%
1,400
165
$23K 0.02%
3,702
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166
$22K 0.01%
431
167
$22K 0.01%
400
168
$21K 0.01%
1,715
169
$21K 0.01%
560
170
$21K 0.01%
198
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$20K 0.01%
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172
$20K 0.01%
100
173
$20K 0.01%
299
174
$19K 0.01%
1,000
175
$19K 0.01%
375
5 6
7
8 9