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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K 0.01%
1,666
202
$19K 0.01%
373
203
$18K 0.01%
82
204
$18K 0.01%
61
205
$17K 0.01%
226
+90
206
$17K 0.01%
1,700
207
$16K 0.01%
100
208
$16K 0.01%
100
209
$15K 0.01%
100
210
$15K 0.01%
619
211
$15K 0.01%
400
212
$14K 0.01%
434
213
$14K 0.01%
321
214
$14K 0.01%
493
215
$14K 0.01%
231
216
$14K 0.01%
350
217
$14K 0.01%
600
218
$13K 0.01%
100
219
$13K 0.01%
100
220
$13K 0.01%
684
221
$12K 0.01%
+682
222
$12K 0.01%
334
223
$12K 0.01%
500
224
$11K 0.01%
150
225
$11K 0.01%
100
7 8
9
10 11