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
$179M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$332K
3
+$328K
4
AMZN icon
Amazon
AMZN
+$230K
5
AVGO icon
Broadcom
AVGO
+$158K

Top Sells

1
+$381K
2
+$330K
3
+$276K
4
ABBV icon
AbbVie
ABBV
+$253K
5
VFC icon
VF Corp
VFC
+$241K

Sector Composition

1 Financials 26.5%
2 Technology 11.91%
3 Healthcare 10.88%
4 Consumer Staples 10.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 8.31%
315,538
-5,880
2
$10.4M 5.81%
78,363
+700
3
$6.05M 3.39%
73,122
-775
4
$5.04M 2.82%
64,526
-939
5
$4.96M 2.78%
130,025
-10,000
6
$4.32M 2.42%
125,458
-210
7
$4.26M 2.38%
43,185
-1,480
8
$4.02M 2.25%
36,920
+622
9
$3.89M 2.18%
29,238
-2,481
10
$3.65M 2.05%
18,600
-1,100
11
$3.44M 1.92%
25,717
-881
12
$3.32M 1.86%
21,180
13
$3.28M 1.84%
70,880
+1,756
14
$3.09M 1.73%
25,478
+50
15
$3.08M 1.73%
61,277
-111
16
$2.6M 1.45%
26,489
-100
17
$2.54M 1.42%
104,601
+5,408
18
$2.39M 1.34%
18,874
19
$2.32M 1.3%
50,980
-950
20
$2.31M 1.29%
14,055
-240
21
$2.2M 1.23%
39,768
+6,000
22
$2.18M 1.22%
181,300
-1,900
23
$2.12M 1.19%
48,276
-200
24
$2.09M 1.17%
73,111
-900
25
$2.04M 1.14%
56,028
-1,388
1
2 3 4 5