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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.02%
354
-25
177
$32K 0.01%
800
178
$32K 0.01%
1,000
179
$32K 0.01%
312
180
$30K 0.01%
434
181
$30K 0.01%
544
182
$29K 0.01%
100
183
$29K 0.01%
1,213
184
$29K 0.01%
100
185
$29K 0.01%
326
186
$28K 0.01%
75
187
$28K 0.01%
250
188
$26K 0.01%
276
+25
189
$26K 0.01%
600
190
$25K 0.01%
200
191
$25K 0.01%
+100
192
$24K 0.01%
1,462
193
$24K 0.01%
300
194
$23K 0.01%
1,666
195
$22K 0.01%
125
196
$20K 0.01%
2,000
197
$19K 0.01%
400
198
$19K 0.01%
100
199
$19K 0.01%
1,700
200
$19K 0.01%
100
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8
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