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
$237M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.13M
3
+$805K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K
5
HD icon
Home Depot
HD
+$220K

Top Sells

1
+$1.23M
2
+$255K
3
+$217K
4
BAX icon
Baxter International
BAX
+$181K
5
MCHP icon
Microchip Technology
MCHP
+$113K

Sector Composition

1 Financials 25.28%
2 Technology 15.27%
3 Healthcare 11.62%
4 Industrials 9.2%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
1,700
202
$17K 0.01%
100
203
$17K 0.01%
134
204
$16K 0.01%
1,107
205
$16K 0.01%
619
206
$16K 0.01%
100
207
$16K 0.01%
37
208
$16K 0.01%
580
209
$15K 0.01%
56
210
$15K 0.01%
500
211
$15K 0.01%
158
212
$15K 0.01%
200
213
$14K 0.01%
100
214
$13K 0.01%
100
215
$13K 0.01%
109
-27
216
$13K 0.01%
600
217
$13K 0.01%
200
218
$13K 0.01%
200
219
$12K 0.01%
200
220
$12K 0.01%
350
221
$12K 0.01%
570
-114
222
$12K 0.01%
250
223
$12K 0.01%
234
224
$11K ﹤0.01%
2,000
225
$10K ﹤0.01%
40
7 8
9
10 11