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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$351K
3
+$260K
4
PG icon
Procter & Gamble
PG
+$234K
5
MCD icon
McDonald's
MCD
+$191K

Top Sells

1
+$5.46M
2
+$1.92M
3
+$1.66M
4
COP icon
ConocoPhillips
COP
+$1.54M
5
IBM icon
IBM
IBM
+$1.53M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.17%
4 Energy 12.75%
5 Technology 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-1,119
352
– –
-4,000
353
$0 ﹤0.01%
5
354
– –
-175
355
– –
-46
356
– –
-295
357
– –
-150
358
$0 ﹤0.01%
22
359
$0 ﹤0.01%
4
360
$0 ﹤0.01%
4
361
$0 ﹤0.01%
54
362
– –
-130
363
$0 ﹤0.01%
3
364
– –
-25
365
$0 ﹤0.01%
150
366
– –
-407
11 12 13 14
15