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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$196K
3
+$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1
+$1.87M
2
+$890K
3
+$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$97.2K 0.04%
800
+100
152
$96.9K 0.04%
380
-246
153
$90.1K 0.04%
667
+386
154
$82.8K 0.04%
3,111
155
$82.3K 0.04%
429
156
$81.5K 0.04%
1,302
157
$79.6K 0.04%
2,000
158
$77.1K 0.04%
2,278
-66
159
$75.9K 0.03%
2,000
160
$72.3K 0.03%
309
161
$69.2K 0.03%
266
162
$59.2K 0.03%
664
163
$54.3K 0.02%
200
164
$52.3K 0.02%
502
-200
165
$52.3K 0.02%
5,000
166
$49.4K 0.02%
100
167
$49.4K 0.02%
4,000
168
$49.2K 0.02%
625
169
$48.9K 0.02%
325
170
$48.8K 0.02%
130
171
$48.2K 0.02%
1,250
172
$47.7K 0.02%
100
173
$47.3K 0.02%
349
174
$46.5K 0.02%
619
175
$46K 0.02%
490
5 6
7
8 9