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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.05%
2,875
-100
152
$89K 0.05%
3,132
153
$86K 0.04%
775
-100
154
$82K 0.04%
2,150
155
$82K 0.04%
3,500
156
$77K 0.04%
500
157
$76K 0.04%
1,364
158
$75K 0.04%
3,983
159
$72K 0.04%
874
-375
160
$70K 0.04%
1,500
161
$70K 0.04%
459
162
$70K 0.04%
3,111
163
$67K 0.03%
2,000
164
$63K 0.03%
763
-166
165
$62K 0.03%
1,700
166
$61K 0.03%
198
167
$59K 0.03%
1,420
168
$56K 0.03%
200
169
$53K 0.03%
500
170
$51K 0.03%
1,250
171
$48K 0.02%
2,000
172
$48K 0.02%
4,000
173
$47K 0.02%
625
174
$45K 0.02%
5,169
-99
175
$44K 0.02%
619
5 6
7
8 9