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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$502K
3
+$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$287K

Top Sells

1
+$525K
2
+$282K
3
+$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
400
202
$16K 0.01%
100
203
$16K 0.01%
619
204
$16K 0.01%
1,700
205
$16K 0.01%
158
206
$15K 0.01%
37
207
$14K 0.01%
500
208
$14K 0.01%
100
209
$14K 0.01%
684
210
$13K 0.01%
136
211
$13K 0.01%
200
212
$13K 0.01%
100
213
$12K 0.01%
200
214
$12K 0.01%
350
215
$11K ﹤0.01%
100
216
$11K ﹤0.01%
56
217
$11K ﹤0.01%
211
218
$11K ﹤0.01%
492
-700
219
$11K ﹤0.01%
100
220
$11K ﹤0.01%
234
221
$11K ﹤0.01%
300
222
$10K ﹤0.01%
80
223
$10K ﹤0.01%
38
224
$10K ﹤0.01%
120
225
$10K ﹤0.01%
200
7 8
9
10 11