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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$79K 0.03%
3,983
152
$72K 0.03%
986
153
$71K 0.03%
198
154
$70K 0.03%
200
155
$68K 0.03%
850
156
$65K 0.03%
2,000
157
$64K 0.03%
345
+175
158
$61K 0.03%
200
159
$60K 0.03%
4,000
160
$56K 0.02%
1,250
161
$52K 0.02%
619
162
$51K 0.02%
724
163
$51K 0.02%
625
164
$51K 0.02%
1,500
165
$50K 0.02%
3,389
166
$48K 0.02%
3,352
167
$45K 0.02%
2,000
168
$44K 0.02%
+5,000
169
$41K 0.02%
294
170
$40K 0.02%
664
171
$38K 0.02%
300
172
$37K 0.02%
379
173
$35K 0.02%
1,000
174
$33K 0.01%
3,111
175
$32K 0.01%
2,400
5 6
7
8 9