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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$70.7K
3 +$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1 +$1.85M
2 +$860K
3 +$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$36.6K 0.02%
312
177
$33.7K 0.01%
913
-300
178
$30.8K 0.01%
2,240
179
$28.2K 0.01%
1,792
180
$28.1K 0.01%
800
181
$28.1K 0.01%
200
182
$27.6K 0.01%
250
183
$26.8K 0.01%
326
184
$26.6K 0.01%
1,462
185
$26.5K 0.01%
100
186
$25.9K 0.01%
600
187
$25.5K 0.01%
306
188
$25.2K 0.01%
300
189
$22.2K 0.01%
600
190
$22.1K 0.01%
568
191
$21.5K 0.01%
408
192
$20.3K 0.01%
200
193
$19.9K 0.01%
380
194
$17.9K 0.01%
825
195
$17.3K 0.01%
100
196
$17.2K 0.01%
1,666
197
$16.5K 0.01%
758
198
$16.2K 0.01%
158
199
$15.9K 0.01%
37
200
$14.3K 0.01%
109