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
1
$15.3M 6.86%
349,291
-300
2
$12.3M 5.49%
63,158
-1,486
3
$9.72M 4.36%
28,539
-408
4
$7.97M 3.57%
16,987
-303
5
$6.33M 2.84%
21,220
-54
6
$6.09M 2.73%
40,110
-771
7
$5.6M 2.51%
30,235
-559
8
$5.05M 2.26%
38,730
+503
9
$4.8M 2.15%
44,781
-971
10
$4.62M 2.07%
11,754
-831
11
$4.16M 1.87%
25,123
-385
12
$3.78M 1.7%
43,610
+300
13
$3.68M 1.65%
41,044
-470
14
$3.57M 1.6%
26,487
-417
15
$3.34M 1.5%
91,037
-1,555
16
$3.13M 1.41%
25,904
-347
17
$2.85M 1.28%
19,601
+104
18
$2.84M 1.27%
18,053
-405
19
$2.79M 1.25%
6,262
-565
20
$2.74M 1.23%
92,798
-1,228
21
$2.72M 1.22%
7,979
-274
22
$2.67M 1.2%
8,928
-477
23
$2.56M 1.15%
14,693
-430
24
$2.53M 1.13%
21,894
-189
25
$2.21M 0.99%
29,763
1
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