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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$112K 0.04%
3,000
152
$96K 0.04%
609
153
$91K 0.04%
198
154
$86K 0.03%
3,983
155
$86K 0.03%
2,943
156
$86K 0.03%
6,307
-443
157
$85K 0.03%
500
158
$84K 0.03%
1,386
-100
159
$84K 0.03%
1,700
-1,900
160
$78K 0.03%
200
161
$71K 0.03%
1,500
162
$67K 0.03%
1,250
163
$67K 0.03%
387
164
$64K 0.02%
2,000
165
$64K 0.02%
1,475
166
$60K 0.02%
4,000
167
$57K 0.02%
500
168
$55K 0.02%
1,055
169
$53K 0.02%
3,389
170
$52K 0.02%
619
171
$52K 0.02%
2,000
172
$51K 0.02%
625
173
$51K 0.02%
3,111
174
$50K 0.02%
3,352
175
$48K 0.02%
300
5 6
7
8 9