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
351
$0 ﹤0.01%
46
352
$0 ﹤0.01%
33
353
$0 ﹤0.01%
8
354
$0 ﹤0.01%
+80
355
– –
-119
356
– –
-254
357
– –
-1,400
358
– –
-83
359
$0 ﹤0.01%
6
-4
360
– –
-80
361
– –
-50
362
– –
-9,250
363
$0 ﹤0.01%
32
364
– –
-207
11 12 13 14
15