PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$881K
2 +$222K
3 +$217K
4
BMY icon
Bristol-Myers Squibb
BMY
+$189K
5
DIS icon
Walt Disney
DIS
+$188K

Top Sells

1 +$228K
2 +$182K
3 +$123K
4
ORCL icon
Oracle
ORCL
+$109K
5
IBM icon
IBM
IBM
+$99K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.65%
4 Healthcare 11.05%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
15
302
-200
303
-50
304
-200
305
$0 ﹤0.01%
78
306
$0 ﹤0.01%
22
307
-175
308
-435
309
-60
310
-100
311
-8
312
-313
313
-222
314
$0 ﹤0.01%
30
315
$0 ﹤0.01%
12
-4