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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.2K 0.02%
5,000
177
$40.9K 0.02%
354
178
$40.7K 0.02%
664
-700
179
$38.5K 0.02%
1,213
180
$37.5K 0.02%
100
181
$32.9K 0.02%
382
-381
182
$32.6K 0.02%
100
183
$31K 0.01%
312
184
$30.6K 0.01%
326
185
$30.5K 0.01%
1,462
186
$30K 0.01%
200
187
$25.8K 0.01%
800
188
$25.1K 0.01%
2,650
-757
189
$24.9K 0.01%
364
190
$23.7K 0.01%
250
191
$23.4K 0.01%
544
192
$22.6K 0.01%
579
193
$21.3K 0.01%
1,792
194
$20.3K 0.01%
500
195
$20.2K 0.01%
300
196
$19.5K 0.01%
600
197
$18.9K 0.01%
2,300
+300
198
$18.6K 0.01%
600
199
$18K 0.01%
434
200
$17.7K 0.01%
1,000
6 7
8
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