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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$245K
3
+$231K
4
MO icon
Altria Group
MO
+$205K
5
FMC icon
FMC
FMC
+$117K

Top Sells

1
+$4.22M
2
+$144K
3
+$140K
4
AAPL icon
Apple
AAPL
+$131K
5
PFIS icon
Peoples Financial Services
PFIS
+$118K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.66%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-1,500
327
– –
-1,000
328
– –
-500
329
$0 ﹤0.01%
25
330
$0 ﹤0.01%
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331
$0 ﹤0.01%
46
332
$0 ﹤0.01%
22
333
– –
-76
334
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-85
335
$0 ﹤0.01%
12
336
– –
-245
337
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-15
338
– –
-200
339
– –
-2,849
340
– –
-3,000
341
– –
-500
342
$0 ﹤0.01%
+2
343
– –
-1,096
344
– –
-1,146
10 11 12 13
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