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

Top Buys

1
+$430K
2
+$356K
3
+$272K
4
BA icon
Boeing
BA
+$143K
5
ABBV icon
AbbVie
ABBV
+$133K

Top Sells

1
+$642K
2
+$422K
3
+$256K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$186K

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%
60
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$3K ﹤0.01%
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$3K ﹤0.01%
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304
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305
$3K ﹤0.01%
111
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$3K ﹤0.01%
64
307
$2K ﹤0.01%
78
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$2K ﹤0.01%
100
309
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95
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42
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22
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69
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50
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12
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78
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$2K ﹤0.01%
100
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$2K ﹤0.01%
100
321
$2K ﹤0.01%
87
322
$1K ﹤0.01%
30
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$1K ﹤0.01%
100
-200
324
$1K ﹤0.01%
41
325
$1K ﹤0.01%
11
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11 12
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14 15