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
$211M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$466K
3
+$460K
4
VZ icon
Verizon
VZ
+$390K
5
TGT icon
Target
TGT
+$373K

Top Sells

1
+$806K
2
+$514K
3
+$363K
4
ET icon
Energy Transfer Partners
ET
+$352K
5
FDX icon
FedEx
FDX
+$249K

Sector Composition

1 Financials 19.39%
2 Technology 14.69%
3 Healthcare 14.69%
4 Consumer Staples 10.44%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
100
227
$11K 0.01%
200
228
$11K 0.01%
570
229
$11K 0.01%
200
230
$10K ﹤0.01%
109
231
$10K ﹤0.01%
266
-39
232
$10K ﹤0.01%
38
233
$10K ﹤0.01%
200
234
$10K ﹤0.01%
234
235
$9K ﹤0.01%
50
236
$9K ﹤0.01%
130
237
$8K ﹤0.01%
235
238
$8K ﹤0.01%
268
239
$7K ﹤0.01%
50
240
$7K ﹤0.01%
100
241
$7K ﹤0.01%
200
242
$7K ﹤0.01%
100
243
$7K ﹤0.01%
40
244
$7K ﹤0.01%
50
245
$7K ﹤0.01%
400
246
$7K ﹤0.01%
250
247
$6K ﹤0.01%
50
248
$6K ﹤0.01%
146
249
$6K ﹤0.01%
120
250
$5K ﹤0.01%
100
8 9
10
11 12