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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$320K
3
+$298K
4
OTIS icon
Otis Worldwide
OTIS
+$296K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$288K

Top Sells

1
+$1.06M
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$378K
5
MA icon
Mastercard
MA
+$298K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$53K 0.03%
1,250
152
$52K 0.03%
625
153
$50K 0.03%
2,000
154
$48K 0.03%
210
155
$47K 0.02%
3,389
156
$45K 0.02%
3,294
157
$45K 0.02%
3,352
158
$44K 0.02%
774
-80
159
$42K 0.02%
1,500
160
$40K 0.02%
317
161
$39K 0.02%
3,983
162
$36K 0.02%
2,900
163
$36K 0.02%
1,000
164
$36K 0.02%
1,229
+35
165
$35K 0.02%
850
-1,000
166
$33K 0.02%
1,500
167
$33K 0.02%
662
+62
168
$29K 0.02%
405
169
$29K 0.02%
326
170
$29K 0.02%
515
171
$27K 0.01%
300
172
$27K 0.01%
125
+25
173
$27K 0.01%
800
174
$27K 0.01%
440
175
$25K 0.01%
739
5 6
7
8 9