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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

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
301
– –
-294
302
– –
-226
303
– –
-549
304
– –
-85
305
– –
-30
306
– –
-3,294
307
– –
-100
308
– –
-31
309
– –
-100
310
– –
-600
311
– –
-179
312
– –
-74
313
– –
-2,848
314
– –
-59
315
– –
-401
316
– –
-57
317
– –
-143
318
– –
-122
319
– –
-139
320
– –
-196
321
– –
-270
322
– –
-90
323
– –
-216
324
– –
-180
325
– –
-149
10 11 12
13
14