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
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$184K
3
+$143K
4
BAC icon
Bank of America
BAC
+$98.6K
5
PFIS icon
Peoples Financial Services
PFIS
+$98.3K

Top Sells

1
+$620K
2
+$548K
3
+$363K
4
PM icon
Philip Morris
PM
+$328K
5
CVX icon
Chevron
CVX
+$222K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.08%
13,464
-550
27
$1.69M 1.05%
56,866
-344
28
$1.66M 1.02%
45,225
-4,000
29
$1.53M 0.94%
24,730
30
$1.52M 0.94%
19,570
-200
31
$1.5M 0.93%
30,620
-300
32
$1.42M 0.88%
43,632
-800
33
$1.42M 0.87%
55,780
-200
34
$1.37M 0.85%
25,579
-225
35
$1.34M 0.83%
26,466
36
$1.34M 0.83%
28,775
-175
37
$1.34M 0.82%
10,161
-163
38
$1.32M 0.82%
18,509
39
$1.26M 0.78%
16,045
-200
40
$1.2M 0.74%
41,690
-260
41
$1.18M 0.73%
18,977
-500
42
$1.17M 0.72%
24,616
+50
43
$1.08M 0.67%
13,339
-100
44
$1.07M 0.66%
18,760
+200
45
$1.05M 0.65%
25,960
+200
46
$1.04M 0.64%
31,806
-1,560
47
$1.01M 0.62%
24,688
+1,300
48
$1M 0.62%
28,920
+500
49
$995K 0.61%
11,775
-100
50
$972K 0.6%
24,705
+100
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2
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