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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.04%
609
152
$92K 0.04%
6,750
153
$90K 0.04%
200
154
$89K 0.04%
1,475
155
$87K 0.04%
2,943
156
$82K 0.03%
500
157
$81K 0.03%
200
158
$79K 0.03%
198
159
$74K 0.03%
3,983
160
$61K 0.03%
1,500
161
$60K 0.03%
1,821
-843
162
$60K 0.03%
4,000
163
$59K 0.02%
2,000
164
$58K 0.02%
1,250
165
$58K 0.02%
387
+107
166
$53K 0.02%
619
167
$51K 0.02%
625
168
$51K 0.02%
3,389
169
$50K 0.02%
3,352
170
$49K 0.02%
500
171
$48K 0.02%
300
172
$47K 0.02%
1,055
+940
173
$44K 0.02%
294
174
$43K 0.02%
3,111
175
$43K 0.02%
2,000
5 6
7
8 9