PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95.7K 0.04%
2,150
152
$95.5K 0.04%
1,500
153
$94.9K 0.04%
2,832
-300
154
$89.1K 0.04%
500
155
$87.5K 0.04%
198
156
$82K 0.04%
500
157
$77.8K 0.03%
3,983
158
$75.7K 0.03%
200
159
$71.6K 0.03%
3,111
160
$69.2K 0.03%
1,700
161
$64K 0.03%
788
-81
162
$63.8K 0.03%
1,386
163
$60.2K 0.03%
2,000
164
$54.1K 0.02%
269
165
$53.7K 0.02%
309
166
$51.5K 0.02%
5,157
-12
167
$49.9K 0.02%
1,250
168
$47.2K 0.02%
625
169
$45.5K 0.02%
4,000
170
$45K 0.02%
619
171
$44.8K 0.02%
417
-100
172
$42.7K 0.02%
100
173
$42.2K 0.02%
+2,240
174
$41.6K 0.02%
664
175
$39.6K 0.02%
354
5 6
7
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