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
$231M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$753K
3
+$681K
4
UPS icon
United Parcel Service
UPS
+$553K
5
TGT icon
Target
TGT
+$408K

Top Sells

1
+$16.3M
2
+$717K
3
+$662K
4
EXPD icon
Expeditors International
EXPD
+$622K
5
SBUX icon
Starbucks
SBUX
+$585K

Sector Composition

1 Financials 18.28%
2 Technology 16.4%
3 Healthcare 13.27%
4 Consumer Staples 9.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
1,000
202
$26K 0.01%
344
+185
203
$25K 0.01%
434
204
$23K 0.01%
276
205
$23K 0.01%
300
206
$22K 0.01%
600
-4,500
207
$20K 0.01%
500
208
$19K 0.01%
400
209
$19K 0.01%
100
210
$19K 0.01%
1,666
211
$19K 0.01%
+360
212
$18K 0.01%
563
-17
213
$17K 0.01%
125
214
$17K 0.01%
200
215
$17K 0.01%
37
216
$16K 0.01%
158
217
$15K 0.01%
619
218
$15K 0.01%
1,214
-262
219
$15K 0.01%
100
220
$15K 0.01%
400
-1,075
221
$14K 0.01%
100
222
$14K 0.01%
+305
223
$14K 0.01%
100
224
$14K 0.01%
100
225
$14K 0.01%
200
7 8
9
10 11