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
251
$5K ﹤0.01%
117
252
$4K ﹤0.01%
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253
$4K ﹤0.01%
251
254
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219
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$4K ﹤0.01%
38
256
$4K ﹤0.01%
46
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$4K ﹤0.01%
76
258
$4K ﹤0.01%
43
259
$4K ﹤0.01%
120
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$4K ﹤0.01%
39
261
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37
262
$4K ﹤0.01%
+100
263
$4K ﹤0.01%
100
-101
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$4K ﹤0.01%
58
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$3K ﹤0.01%
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$3K ﹤0.01%
104
267
$3K ﹤0.01%
72
268
$3K ﹤0.01%
100
269
$3K ﹤0.01%
300
270
$3K ﹤0.01%
51
271
$3K ﹤0.01%
188
272
$3K ﹤0.01%
37
273
$3K ﹤0.01%
103
274
$3K ﹤0.01%
74
275
$3K ﹤0.01%
80
9 10
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12 13