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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$57K 0.03%
4,000
152
$57K 0.03%
2,000
153
$56K 0.03%
500
154
$55K 0.03%
801
155
$54K 0.03%
230
+30
156
$54K 0.03%
1,500
157
$49K 0.02%
619
158
$49K 0.02%
625
159
$46K 0.02%
1,185
+185
160
$46K 0.02%
300
161
$42K 0.02%
317
162
$42K 0.02%
3,352
163
$41K 0.02%
525
+115
164
$41K 0.02%
1,722
165
$40K 0.02%
876
166
$40K 0.02%
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167
$38K 0.02%
2,000
168
$38K 0.02%
434
169
$38K 0.02%
500
170
$36K 0.02%
750
171
$35K 0.02%
1,500
172
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1,500
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173
$33K 0.02%
+200
174
$33K 0.02%
1,000
175
$32K 0.02%
200
5 6
7
8 9