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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.02%
3,000
177
$31K 0.02%
2,000
178
$31K 0.02%
1,400
179
$30K 0.02%
800
180
$29K 0.01%
296
+100
181
$28K 0.01%
14
+4
182
$26K 0.01%
135
183
$26K 0.01%
196
184
$25K 0.01%
240
185
$25K 0.01%
440
186
$25K 0.01%
375
187
$24K 0.01%
517
188
$23K 0.01%
750
189
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600
190
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191
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400
192
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210
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193
$22K 0.01%
937
194
$21K 0.01%
300
195
$21K 0.01%
200
196
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104
197
$20K 0.01%
800
198
$20K 0.01%
1,715
199
$20K 0.01%
180
200
$19K 0.01%
200
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