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
$194M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$130K
3
+$126K
4
AMAT icon
Applied Materials
AMAT
+$70.3K
5
TMO icon
Thermo Fisher Scientific
TMO
+$57.3K

Top Sells

1
+$375K
2
+$362K
3
+$203K
4
AAPL icon
Apple
AAPL
+$141K
5
CVX icon
Chevron
CVX
+$116K

Sector Composition

1 Financials 18.92%
2 Technology 15.23%
3 Healthcare 14.56%
4 Consumer Staples 10.43%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
400
202
$17K 0.01%
200
203
$17K 0.01%
500
204
$17K 0.01%
100
205
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600
206
$17K 0.01%
723
-48
207
$16K 0.01%
125
208
$16K 0.01%
600
209
$16K 0.01%
434
210
$16K 0.01%
1,666
211
$15K 0.01%
2,000
212
$14K 0.01%
400
213
$14K 0.01%
619
214
$12K 0.01%
100
215
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37
217
$12K 0.01%
200
218
$12K 0.01%
100
219
$12K 0.01%
2,000
220
$11K 0.01%
100
221
$11K 0.01%
200
222
$11K 0.01%
570
223
$10K 0.01%
50
224
$10K 0.01%
109
225
$10K 0.01%
266
7 8
9
10 11