PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
375
-898
227
$7K ﹤0.01%
231
228
$7K ﹤0.01%
600
229
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47
230
$7K ﹤0.01%
+222
231
$7K ﹤0.01%
105
232
$7K ﹤0.01%
68
233
$7K ﹤0.01%
296
234
$6K ﹤0.01%
80
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$6K ﹤0.01%
146
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$6K ﹤0.01%
103
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$6K ﹤0.01%
684
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$6K ﹤0.01%
50
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$6K ﹤0.01%
1,400
240
$6K ﹤0.01%
68
241
$6K ﹤0.01%
173
242
$5K ﹤0.01%
42
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$5K ﹤0.01%
141
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$5K ﹤0.01%
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$5K ﹤0.01%
41
246
$5K ﹤0.01%
78
247
$5K ﹤0.01%
118
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$5K ﹤0.01%
36
249
$5K ﹤0.01%
117
250
$5K ﹤0.01%
146
8 9
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