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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$40K 0.02%
2,732
177
$40K 0.02%
354
178
$39K 0.02%
3,407
-7,247
179
$37K 0.02%
548
+69
180
$36K 0.02%
300
181
$36K 0.02%
269
182
$34K 0.02%
100
183
$34K 0.02%
1,213
184
$33K 0.02%
5,000
185
$29K 0.02%
2,573
186
$29K 0.02%
326
187
$28K 0.01%
1,462
188
$27K 0.01%
100
189
$27K 0.01%
312
190
$26K 0.01%
200
191
$24K 0.01%
544
192
$23K 0.01%
800
193
$22K 0.01%
250
194
$21K 0.01%
364
195
$21K 0.01%
100
196
$20K 0.01%
1,792
197
$20K 0.01%
1,000
198
$19K 0.01%
276
199
$19K 0.01%
300
200
$18K 0.01%
579
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8
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