PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$263K
3
+$225K
4
AMAT icon
Applied Materials
AMAT
+$175K
5
ADBE icon
Adobe
ADBE
+$154K

Top Sells

1
+$470K
2
+$328K
3
+$327K
4
AAPL icon
Apple
AAPL
+$288K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 18.81%
2 Financials 17.16%
3 Healthcare 13.54%
4 Consumer Staples 9.62%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.2K 0.01%
100
202
$15.2K 0.01%
37
203
$15.1K 0.01%
1,000
204
$14.5K 0.01%
158
205
$14.2K 0.01%
619
206
$14.1K 0.01%
218
207
$13.8K 0.01%
1,000
208
$12.7K 0.01%
109
209
$12K 0.01%
2,000
210
$11.9K 0.01%
2,000
211
$11.9K 0.01%
75
-50
212
$11.7K 0.01%
882
-10
213
$11.1K 0.01%
38
214
$10.9K ﹤0.01%
100
215
$10.8K ﹤0.01%
234
216
$10.8K ﹤0.01%
200
217
$10.7K ﹤0.01%
268
218
$10.4K ﹤0.01%
50
219
$10.2K ﹤0.01%
200
220
$10.2K ﹤0.01%
570
221
$9.85K ﹤0.01%
100
222
$9.84K ﹤0.01%
707
223
$9.5K ﹤0.01%
50
224
$9.32K ﹤0.01%
100
225
$8.83K ﹤0.01%
119
7 8
9
10 11