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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$356K
3
+$272K
4
BA icon
Boeing
BA
+$143K
5
ABBV icon
AbbVie
ABBV
+$133K

Top Sells

1
+$642K
2
+$422K
3
+$256K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$186K

Sector Composition

1 Financials 27.13%
2 Technology 12.49%
3 Healthcare 11.6%
4 Consumer Staples 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
337
227
$10K ﹤0.01%
100
228
$10K ﹤0.01%
200
-317
229
$10K ﹤0.01%
50
230
$10K ﹤0.01%
500
231
$10K ﹤0.01%
375
232
$10K ﹤0.01%
234
233
$10K ﹤0.01%
66
234
$9K ﹤0.01%
39
235
$9K ﹤0.01%
100
236
$9K ﹤0.01%
111
237
$9K ﹤0.01%
100
238
$8K ﹤0.01%
146
239
$8K ﹤0.01%
50
240
$8K ﹤0.01%
120
241
$8K ﹤0.01%
87
242
$8K ﹤0.01%
47
243
$8K ﹤0.01%
90
244
$8K ﹤0.01%
400
245
$8K ﹤0.01%
80
246
$7K ﹤0.01%
150
247
$7K ﹤0.01%
65
248
$7K ﹤0.01%
200
249
$7K ﹤0.01%
308
250
$7K ﹤0.01%
100
8 9
10
11 12