PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$168K
3
+$159K
4
CAT icon
Caterpillar
CAT
+$128K
5
GS icon
Goldman Sachs
GS
+$118K

Top Sells

1
+$325K
2
+$301K
3
+$216K
4
EXC icon
Exelon
EXC
+$205K
5
LMT icon
Lockheed Martin
LMT
+$185K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41.5K 0.02%
300
177
$41.5K 0.02%
664
178
$40.6K 0.02%
354
179
$37.6K 0.02%
1,213
180
$36.7K 0.02%
2,430
-220
181
$35.6K 0.02%
100
182
$35.5K 0.02%
100
183
$30.9K 0.01%
326
184
$27.4K 0.01%
800
185
$26.1K 0.01%
332
-50
186
$25.8K 0.01%
312
187
$24.2K 0.01%
250
188
$23.3K 0.01%
600
189
$23K 0.01%
1,462
190
$22.3K 0.01%
1,792
191
$21.6K 0.01%
306
-58
192
$21K 0.01%
300
193
$19.8K 0.01%
125
194
$19.6K 0.01%
500
195
$19.4K 0.01%
568
+24
196
$18.1K 0.01%
408
-26
197
$18K 0.01%
600
198
$17.3K 0.01%
1,666
199
$16.6K 0.01%
37
200
$16.4K 0.01%
200
6 7
8
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