PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.99%
41,925
+500
27
$1.51M 0.99%
11,361
-541
28
$1.51M 0.99%
19,692
-900
29
$1.51M 0.98%
25,533
+4,356
30
$1.47M 0.96%
32,945
-825
31
$1.39M 0.91%
48,408
32
$1.34M 0.88%
37,006
-700
33
$1.32M 0.86%
58,430
-4,700
34
$1.29M 0.84%
23,494
+150
35
$1.28M 0.83%
28,050
-1,550
36
$1.24M 0.81%
19,779
-50
37
$1.19M 0.78%
44,812
-3,200
38
$1.17M 0.76%
10,625
+720
39
$1.15M 0.75%
28,866
+150
40
$1.14M 0.75%
23,270
-600
41
$1.14M 0.74%
25,285
+390
42
$1.08M 0.71%
24,105
+3,075
43
$1.08M 0.7%
9,066
44
$1.08M 0.7%
12,620
+525
45
$1.04M 0.68%
11,451
-900
46
$995K 0.65%
18,659
+400
47
$989K 0.65%
35,540
-300
48
$956K 0.62%
10,200
-1,500
49
$947K 0.62%
13,713
+2,000
50
$936K 0.61%
13,570
+1,100
1
2
3 4 5