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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$438K
3
+$210K
4
LLY icon
Eli Lilly
LLY
+$204K
5
AVGO icon
Broadcom
AVGO
+$141K

Top Sells

1
+$540K
2
+$511K
3
+$418K
4
BAX icon
Baxter International
BAX
+$384K
5
USB icon
US Bancorp
USB
+$371K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$48K 0.02%
354
177
$46K 0.02%
269
-25
178
$45K 0.02%
664
179
$40K 0.02%
5,000
180
$35K 0.01%
100
181
$34K 0.01%
312
182
$32K 0.01%
544
183
$32K 0.01%
100
184
$32K 0.01%
326
185
$31K 0.01%
800
186
$31K 0.01%
1,213
187
$29K 0.01%
434
188
$29K 0.01%
600
189
$29K 0.01%
250
190
$28K 0.01%
200
191
$28K 0.01%
276
192
$26K 0.01%
+1,476
193
$25K 0.01%
100
194
$25K 0.01%
1,462
195
$25K 0.01%
300
196
$25K 0.01%
100
197
$25K 0.01%
821
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198
$25K 0.01%
1,000
199
$23K 0.01%
1,666
200
$23K 0.01%
1,107
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8
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