PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $211M
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
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
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,800
302
– –
-150
303
$0 ﹤0.01%
15
304
– –
-97
305
– –
-15,337
306
$0 ﹤0.01%
12
307
$0 ﹤0.01%
22
308
$0 ﹤0.01%
30
309
– –
-140
9 10 11 12
13