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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$357K
3
+$277K
4
BA icon
Boeing
BA
+$156K
5
ABBV icon
AbbVie
ABBV
+$125K

Top Sells

1
+$617K
2
+$405K
3
+$238K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$187K

Sector Composition

1 Financials 27.13%
2 Technology 12.49%
3 Healthcare 11.6%
4 Consumer Staples 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
74
302
$3K ﹤0.01%
80
303
$3K ﹤0.01%
140
304
$3K ﹤0.01%
111
305
$3K ﹤0.01%
64
306
$3K ﹤0.01%
59
307
$2K ﹤0.01%
78
308
$2K ﹤0.01%
100
309
$2K ﹤0.01%
95
310
$2K ﹤0.01%
42
311
$2K ﹤0.01%
22
312
$2K ﹤0.01%
69
313
$2K ﹤0.01%
50
314
$2K ﹤0.01%
143
315
$2K ﹤0.01%
12
316
$2K ﹤0.01%
78
317
$2K ﹤0.01%
19
318
$2K ﹤0.01%
100
319
$2K ﹤0.01%
200
320
$2K ﹤0.01%
100
321
$2K ﹤0.01%
87
322
$1K ﹤0.01%
30
323
$1K ﹤0.01%
100
-200
324
$1K ﹤0.01%
41
325
$1K ﹤0.01%
11
-14
11 12
13
14 15