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
276
$3K ﹤0.01%
109
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$2K ﹤0.01%
35
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$2K ﹤0.01%
10
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60
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$2K ﹤0.01%
111
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$2K ﹤0.01%
64
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$2K ﹤0.01%
+105
283
$2K ﹤0.01%
138
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34
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$1K ﹤0.01%
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22
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$1K ﹤0.01%
41
288
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19
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$1K ﹤0.01%
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294
$1K ﹤0.01%
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$1K ﹤0.01%
3
297
$1K ﹤0.01%
76
298
$1K ﹤0.01%
100
299
$0 ﹤0.01%
15
300
– –
-140
9 10 11
12
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