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
$230M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$70.7K
3
+$38.2K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$18.1K
5
IBM icon
IBM
IBM
+$17.8K

Top Sells

1
+$1.85M
2
+$860K
3
+$670K
4
LLY icon
Eli Lilly
LLY
+$583K
5
MA icon
Mastercard
MA
+$450K

Sector Composition

1 Technology 18.84%
2 Financials 16.96%
3 Healthcare 15.14%
4 Consumer Staples 8.62%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.1K 0.01%
619
202
$13.4K 0.01%
100
203
$12.6K 0.01%
268
204
$12.4K 0.01%
50
205
$12.3K 0.01%
218
206
$12.1K 0.01%
2,000
-1,235
207
$12K 0.01%
570
208
$11.7K 0.01%
234
209
$11.5K 0.01%
75
210
$11.1K ﹤0.01%
150
211
$11K ﹤0.01%
1,259
-894
212
$10.8K ﹤0.01%
250
213
$9.72K ﹤0.01%
200
214
$9.42K ﹤0.01%
707
215
$9.39K ﹤0.01%
500
216
$9.21K ﹤0.01%
38
217
$9.09K ﹤0.01%
119
218
$9.07K ﹤0.01%
200
219
$7.91K ﹤0.01%
45
-445
220
$7.58K ﹤0.01%
1,000
221
$7.47K ﹤0.01%
50
222
$7.07K ﹤0.01%
146
223
$7.04K ﹤0.01%
120
224
$6.8K ﹤0.01%
50
225
$6.78K ﹤0.01%
100
7 8
9
10 11