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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
61
202
$17K 0.01%
1,700
203
$16K 0.01%
434
204
$16K 0.01%
600
205
$16K 0.01%
100
206
$15K 0.01%
619
207
$15K 0.01%
100
208
$14K 0.01%
100
209
$14K 0.01%
321
210
$14K 0.01%
493
211
$14K 0.01%
350
212
$14K 0.01%
400
213
$13K 0.01%
100
214
$12K 0.01%
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215
$12K 0.01%
684
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$12K 0.01%
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218
$11K 0.01%
100
219
$11K 0.01%
334
220
$11K 0.01%
100
221
$10K 0.01%
227
222
$10K 0.01%
136
223
$10K 0.01%
219
224
$10K 0.01%
150
-30
225
$10K 0.01%
500
7 8
9
10 11