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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$196K
3
+$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1
+$1.87M
2
+$890K
3
+$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44.4K 0.02%
331
177
$41.1K 0.02%
277
178
$37.8K 0.02%
312
179
$36.2K 0.02%
2,240
180
$35.1K 0.02%
185
181
$33.7K 0.02%
913
182
$33.4K 0.02%
600
183
$31.4K 0.01%
326
184
$30.7K 0.01%
800
185
$29.2K 0.01%
250
186
$28.7K 0.01%
1,792
187
$26.6K 0.01%
408
188
$26.4K 0.01%
300
189
$26.3K 0.01%
1,370
190
$24.9K 0.01%
775
-98
191
$24.3K 0.01%
349
-297
192
$24.3K 0.01%
568
193
$23.9K 0.01%
239
-6
194
$23.5K 0.01%
200
195
$22.5K 0.01%
200
196
$20.7K 0.01%
600
197
$20.7K 0.01%
355
198
$19K 0.01%
100
199
$17.9K 0.01%
1,666
200
$17.8K 0.01%
100
6 7
8
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