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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$132K 0.06%
+700
152
$131K 0.06%
3,500
153
$125K 0.05%
517
-223
154
$123K 0.05%
6,900
155
$115K 0.05%
875
-1,000
156
$95K 0.04%
1,364
+700
157
$90K 0.04%
500
158
$88K 0.04%
3,983
159
$87K 0.04%
1,810
+755
160
$84K 0.04%
459
-150
161
$84K 0.04%
3,335
+224
162
$82K 0.04%
198
163
$79K 0.03%
1,700
164
$77K 0.03%
2,000
165
$76K 0.03%
1,420
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166
$74K 0.03%
500
167
$73K 0.03%
200
168
$69K 0.03%
2,000
169
$68K 0.03%
1,500
170
$68K 0.03%
6,260
-47
171
$64K 0.03%
+1,128
172
$64K 0.03%
1,250
173
$63K 0.03%
400
+354
174
$54K 0.02%
4,000
175
$50K 0.02%
+2,732
5 6
7
8 9