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
$151M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$237K
3
+$225K
4
WBA
Walgreens Boots Alliance
WBA
+$220K
5
NOV icon
NOV
NOV
+$200K

Top Sells

1
+$167K
2
+$86.6K
3
+$78K
4
OXY icon
Occidental Petroleum
OXY
+$73K
5
VOD icon
Vodafone
VOD
+$65.8K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.47%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.03%
47,075
27
$1.55M 1.03%
14,796
+565
28
$1.54M 1.02%
31,945
-1,000
29
$1.53M 1.01%
48,408
30
$1.45M 0.96%
24,680
-25
31
$1.43M 0.94%
58,430
32
$1.42M 0.94%
19,992
+300
33
$1.32M 0.87%
28,250
+200
34
$1.29M 0.85%
23,669
+175
35
$1.2M 0.79%
19,749
-30
36
$1.17M 0.77%
44,812
37
$1.16M 0.77%
20,559
+1,900
38
$1.15M 0.76%
36,706
-300
39
$1.14M 0.75%
26,085
+800
40
$1.14M 0.75%
24,580
+475
41
$1.14M 0.75%
15,645
+2,075
42
$1.14M 0.75%
13,620
+1,000
43
$1.1M 0.73%
29,166
+300
44
$1.09M 0.72%
10,600
-25
45
$1.07M 0.71%
11,451
46
$1.06M 0.7%
7,064
47
$1.03M 0.68%
23,220
-50
48
$1.02M 0.68%
10,500
+300
49
$1.02M 0.67%
16,343
+2,630
50
$988K 0.65%
13,402
+3,058
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2
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