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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$190K
3
+$190K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$178K
5
META icon
Meta Platforms (Facebook)
META
+$141K

Top Sells

1
+$1.66M
2
+$429K
3
+$338K
4
AAPL icon
Apple
AAPL
+$261K
5
MA icon
Mastercard
MA
+$245K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
200
202
$17K 0.01%
1,107
+500
203
$17K 0.01%
134
204
$17K 0.01%
580
+17
205
$16K 0.01%
100
206
$16K 0.01%
136
207
$16K 0.01%
619
208
$16K 0.01%
158
209
$15K 0.01%
500
210
$15K 0.01%
100
211
$15K 0.01%
37
212
$14K 0.01%
+600
213
$14K 0.01%
+200
214
$14K 0.01%
684
215
$14K 0.01%
200
216
$14K 0.01%
100
217
$13K 0.01%
100
218
$13K 0.01%
56
219
$13K 0.01%
200
220
$12K 0.01%
211
221
$12K 0.01%
40
222
$12K 0.01%
200
223
$12K 0.01%
350
224
$12K 0.01%
100
225
$12K 0.01%
250
7 8
9
10 11