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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40K 0.02%
354
177
$40K 0.02%
664
178
$38K 0.02%
5,000
179
$33K 0.01%
312
180
$32K 0.01%
544
181
$30K 0.01%
800
182
$30K 0.01%
434
183
$30K 0.01%
600
184
$29K 0.01%
100
185
$29K 0.01%
100
186
$29K 0.01%
326
187
$27K 0.01%
250
188
$27K 0.01%
1,000
189
$25K 0.01%
200
190
$25K 0.01%
276
191
$25K 0.01%
1,213
192
$24K 0.01%
1,462
193
$23K 0.01%
100
194
$23K 0.01%
300
195
$23K 0.01%
2,000
196
$22K 0.01%
1,666
197
$21K 0.01%
125
198
$20K 0.01%
400
199
$20K 0.01%
100
200
$19K 0.01%
200
6 7
8
9 10