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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.04%
609
152
$83K 0.03%
500
153
$80K 0.03%
3,983
154
$80K 0.03%
+2,664
155
$79K 0.03%
200
156
$79K 0.03%
198
157
$73K 0.03%
200
158
$68K 0.03%
2,000
159
$61K 0.03%
4,000
160
$57K 0.02%
1,500
161
$57K 0.02%
1,250
162
$55K 0.02%
1,700
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163
$53K 0.02%
619
164
$53K 0.02%
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165
$52K 0.02%
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166
$51K 0.02%
625
167
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170
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172
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173
$41K 0.02%
280
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174
$40K 0.02%
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175
$39K 0.02%
+100
5 6
7
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