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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$316K
2
+$183K
3
+$110K
4
DIS icon
Walt Disney
DIS
+$85.4K
5
AVGO icon
Broadcom
AVGO
+$82.9K

Top Sells

1
+$603K
2
+$207K
3
+$173K
4
JNJ icon
Johnson & Johnson
JNJ
+$160K
5
BMY icon
Bristol-Myers Squibb
BMY
+$149K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.01%
410
-295
177
$25K 0.01%
1,500
178
$25K 0.01%
200
179
$24K 0.01%
375
180
$23K 0.01%
2,000
181
$23K 0.01%
440
182
$23K 0.01%
1,400
183
$22K 0.01%
360
184
$21K 0.01%
10
185
$21K 0.01%
82
186
$21K 0.01%
400
187
$21K 0.01%
240
188
$20K 0.01%
300
189
$20K 0.01%
750
-250
190
$20K 0.01%
1,666
191
$20K 0.01%
1,715
192
$20K 0.01%
180
193
$19K 0.01%
196
194
$19K 0.01%
100
195
$19K 0.01%
373
196
$19K 0.01%
250
197
$19K 0.01%
135
198
$19K 0.01%
1,000
199
$19K 0.01%
160
200
$19K 0.01%
200
6 7
8
9 10