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
351
– –
-17
352
– –
-35
353
– –
-207
354
$0 ﹤0.01%
30
355
$0 ﹤0.01%
46
356
$0 ﹤0.01%
33
357
$0 ﹤0.01%
8
358
– –
-119
359
– –
-254
360
– –
-1,400
361
– –
-83
362
$0 ﹤0.01%
6
-4
363
– –
-80
364
$0 ﹤0.01%
+80
11 12 13 14
15