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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$83.8K 0.04%
1,325
152
$83.4K 0.04%
429
-100
153
$82.1K 0.04%
1,425
-300
154
$78.1K 0.03%
200
155
$75.5K 0.03%
3,815
156
$71.1K 0.03%
309
157
$70.9K 0.03%
1,697
-3
158
$64.3K 0.03%
325
-175
159
$63.7K 0.03%
702
-2,828
160
$63.2K 0.03%
700
-100
161
$63.2K 0.03%
2,000
162
$53.7K 0.02%
100
163
$49.2K 0.02%
266
164
$47.9K 0.02%
625
165
$47.5K 0.02%
4,000
166
$46.4K 0.02%
100
167
$46.3K 0.02%
1,250
168
$45.1K 0.02%
358
169
$45K 0.02%
619
170
$44.5K 0.02%
490
171
$44.3K 0.02%
664
172
$44K 0.02%
3,688
173
$43.7K 0.02%
300
174
$43.5K 0.02%
354
175
$41.5K 0.02%
5,000
5 6
7
8 9