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
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$184K
3
+$143K
4
BAC icon
Bank of America
BAC
+$98.6K
5
PFIS icon
Peoples Financial Services
PFIS
+$98.3K

Top Sells

1
+$620K
2
+$548K
3
+$363K
4
PM icon
Philip Morris
PM
+$328K
5
CVX icon
Chevron
CVX
+$222K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
136
227
$7K ﹤0.01%
375
-898
228
$7K ﹤0.01%
231
229
$7K ﹤0.01%
600
230
$7K ﹤0.01%
47
231
$7K ﹤0.01%
+222
232
$7K ﹤0.01%
105
233
$7K ﹤0.01%
68
234
$6K ﹤0.01%
80
235
$6K ﹤0.01%
146
236
$6K ﹤0.01%
103
237
$6K ﹤0.01%
684
238
$6K ﹤0.01%
50
239
$6K ﹤0.01%
1,400
240
$6K ﹤0.01%
68
241
$6K ﹤0.01%
173
242
$5K ﹤0.01%
146
243
$5K ﹤0.01%
100
244
$5K ﹤0.01%
141
245
$5K ﹤0.01%
129
246
$5K ﹤0.01%
42
247
$5K ﹤0.01%
41
248
$5K ﹤0.01%
78
249
$5K ﹤0.01%
118
250
$5K ﹤0.01%
36
8 9
10
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