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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.05%
6,900
152
$97.9K 0.05%
2,150
153
$97.4K 0.05%
775
154
$97.1K 0.05%
3,132
155
$86.1K 0.04%
459
156
$84.8K 0.04%
500
157
$84.4K 0.04%
1,500
158
$84.2K 0.04%
3,111
159
$71.1K 0.03%
3,983
160
$71K 0.03%
2,000
161
$66.2K 0.03%
1,700
162
$65.9K 0.03%
500
163
$64.1K 0.03%
200
164
$63.2K 0.03%
198
165
$62.7K 0.03%
1,386
-34
166
$59.6K 0.03%
1,250
167
$57.5K 0.03%
5,169
168
$57.3K 0.03%
2,000
169
$56.5K 0.03%
575
-299
170
$48K 0.02%
390
171
$47K 0.02%
625
172
$44.9K 0.02%
300
173
$44.7K 0.02%
4,000
174
$44.5K 0.02%
619
175
$42.2K 0.02%
269
5 6
7
8 9