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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$368K
2 +$332K
3 +$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1 +$381K
2 +$330K
3 +$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$49K 0.03%
619
152
$49K 0.03%
625
153
$48K 0.03%
2,000
154
$46K 0.03%
1,000
155
$44K 0.02%
1,000
156
$43K 0.02%
876
157
$43K 0.02%
1,722
-443
158
$42K 0.02%
200
+100
159
$42K 0.02%
3,352
160
$41K 0.02%
300
-300
161
$40K 0.02%
317
162
$38K 0.02%
750
163
$36K 0.02%
434
164
$36K 0.02%
198
165
$35K 0.02%
500
166
$34K 0.02%
50
-50
167
$33K 0.02%
3,000
168
$33K 0.02%
2,000
+1,000
169
$32K 0.02%
2,857
170
$31K 0.02%
800
171
$28K 0.02%
2,000
172
$27K 0.02%
1,500
173
$27K 0.02%
1,400
174
$26K 0.01%
410
175
$25K 0.01%
200