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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$985K
2
+$865K
3
+$717K
4
AAPL icon
Apple
AAPL
+$704K
5
AVGO icon
Broadcom
AVGO
+$639K

Top Sells

1
+$425K
2
+$167K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$135K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 6.8%
317,459
+1,921
2
$11.7M 5.89%
77,648
-715
3
$6.18M 3.12%
72,697
-425
4
$5.77M 2.91%
69,301
+4,775
5
$5.45M 2.76%
130,411
+4,953
6
$4.99M 2.52%
130,025
7
$4.8M 2.43%
42,001
-1,184
8
$4.7M 2.38%
83,360
+12,480
9
$4.24M 2.14%
30,668
+5,190
10
$4.11M 2.08%
36,790
-130
11
$3.97M 2.01%
17,850
-750
12
$3.91M 1.98%
30,143
+905
13
$3.62M 1.83%
25,037
-680
14
$3.55M 1.8%
21,235
+55
15
$3.46M 1.75%
19,647
+5,592
16
$3.29M 1.66%
61,570
+293
17
$2.89M 1.46%
23,594
+4,720
18
$2.86M 1.45%
112,923
+8,322
19
$2.78M 1.41%
44,843
+5,075
20
$2.78M 1.4%
26,089
-400
21
$2.68M 1.35%
26,760
+5,860
22
$2.61M 1.32%
7,019
+2,325
23
$2.52M 1.27%
173,700
-7,600
24
$2.22M 1.12%
75,811
+2,700
25
$2.21M 1.11%
47,776
-500
1
2 3 4 5