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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49K 0.02%
619
177
$49K 0.02%
625
178
$48K 0.02%
354
179
$45K 0.02%
2,680
+1,573
180
$44K 0.02%
5,000
181
$41K 0.02%
269
182
$40K 0.02%
1,213
183
$39K 0.02%
300
184
$38K 0.02%
+490
185
$37K 0.02%
312
186
$35K 0.02%
+295
187
$34K 0.01%
+167
188
$33K 0.01%
326
189
$32K 0.01%
100
190
$31K 0.01%
800
191
$31K 0.01%
100
192
$31K 0.01%
544
193
$30K 0.01%
+595
194
$29K 0.01%
364
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195
$29K 0.01%
100
196
$28K 0.01%
600
197
$27K 0.01%
250
198
$27K 0.01%
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-50
199
$26K 0.01%
200
200
$26K 0.01%
1,462
6 7
8
9 10