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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.01%
544
177
$31K 0.01%
800
178
$31K 0.01%
326
179
$30K 0.01%
600
180
$28K 0.01%
100
181
$28K 0.01%
312
182
$27K 0.01%
434
183
$27K 0.01%
250
184
$26K 0.01%
100
185
$25K 0.01%
75
186
$25K 0.01%
1,213
187
$24K 0.01%
100
188
$24K 0.01%
125
189
$24K 0.01%
251
190
$23K 0.01%
1,462
191
$23K 0.01%
2,000
192
$22K 0.01%
1,666
193
$22K 0.01%
200
194
$22K 0.01%
300
195
$20K 0.01%
100
196
$20K 0.01%
100
197
$20K 0.01%
150
198
$17K 0.01%
200
199
$17K 0.01%
134
200
$17K 0.01%
563
-666
6 7
8
9 10