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
$221M
AUM Growth
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$196K
3
+$145K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
DVY icon
iShares Select Dividend ETF
DVY
+$52.1K

Top Sells

1
+$1.87M
2
+$890K
3
+$790K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$702K
5
PFIS icon
Peoples Financial Services
PFIS
+$638K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.2K 0.01%
37
202
$15.8K 0.01%
218
203
$15.3K 0.01%
109
204
$15.2K 0.01%
158
205
$15.1K 0.01%
1,304
-8
206
$14.5K 0.01%
619
207
$13.8K 0.01%
50
208
$13.8K 0.01%
50
209
$13.4K 0.01%
268
210
$13.3K 0.01%
570
211
$12.5K 0.01%
250
212
$12.4K 0.01%
234
213
$12.2K 0.01%
75
214
$11.8K 0.01%
45
215
$11.6K 0.01%
99
216
$11.6K 0.01%
69
217
$11.5K 0.01%
200
218
$10.3K ﹤0.01%
1,249
-10
219
$10.2K ﹤0.01%
100
220
$10.1K ﹤0.01%
38
221
$9.9K ﹤0.01%
707
222
$9.88K ﹤0.01%
119
223
$8.97K ﹤0.01%
200
224
$8.51K ﹤0.01%
+120
225
$7.56K ﹤0.01%
120
7 8
9
10 11