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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$303K
3
+$145K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$138K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1
+$223K
2
+$219K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$144K
5
VZ icon
Verizon
VZ
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.5K 0.01%
125
202
$17.3K 0.01%
1,666
203
$16.8K 0.01%
276
204
$15.9K 0.01%
200
205
$15K 0.01%
100
206
$14.8K 0.01%
37
207
$14.6K 0.01%
523
-200
208
$14.1K 0.01%
619
209
$13.7K 0.01%
400
210
$13.6K 0.01%
100
211
$13.5K 0.01%
200
212
$13.1K 0.01%
200
213
$13.1K 0.01%
158
214
$12.3K 0.01%
570
215
$11.9K 0.01%
50
216
$11.7K 0.01%
2,000
217
$11.6K 0.01%
1,000
-1,573
218
$11K 0.01%
987
-163
219
$10.9K 0.01%
150
220
$10.7K 0.01%
109
221
$10.2K ﹤0.01%
268
222
$9.93K ﹤0.01%
100
223
$9.82K ﹤0.01%
234
224
$9.69K ﹤0.01%
200
225
$9.44K ﹤0.01%
200
7 8
9
10 11