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
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.02%
5,000
177
$38.1K 0.02%
100
178
$38K 0.02%
200
179
$37.7K 0.02%
1,325
-1,250
180
$36.1K 0.02%
300
181
$35.6K 0.02%
1,213
182
$30.4K 0.01%
332
183
$28.8K 0.01%
326
184
$28.5K 0.01%
2,274
-156
185
$27.5K 0.01%
312
186
$27.5K 0.01%
800
187
$25.1K 0.01%
306
188
$24.9K 0.01%
250
189
$23.6K 0.01%
600
190
$22.8K 0.01%
1,792
191
$22.2K 0.01%
200
192
$21.9K 0.01%
300
193
$21.9K 0.01%
1,462
194
$20.5K 0.01%
600
195
$19.4K 0.01%
500
196
$18.2K 0.01%
408
197
$17.2K 0.01%
568
198
$17K 0.01%
200
199
$16.6K 0.01%
1,666
200
$16.2K 0.01%
200
6 7
8
9 10