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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

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
+534
27
$1.69M 1.05%
56,866
-1,000
28
$1.66M 1.02%
45,225
+1,300
29
$1.53M 0.94%
24,730
-1,000
30
$1.52M 0.94%
19,570
+300
31
$1.5M 0.93%
30,620
+600
32
$1.42M 0.88%
43,632
-260
33
$1.42M 0.87%
55,780
+1,350
34
$1.37M 0.85%
25,579
-550
35
$1.34M 0.83%
26,466
+1,300
36
$1.34M 0.83%
28,775
+450
37
$1.34M 0.82%
9,400
-653
38
$1.32M 0.82%
18,509
+875
39
$1.26M 0.78%
16,045
-1,380
40
$1.2M 0.74%
41,690
+1,479
41
$1.18M 0.73%
18,977
+341
42
$1.17M 0.72%
24,616
+50
43
$1.08M 0.67%
13,339
+125
44
$1.07M 0.66%
18,760
45
$1.05M 0.65%
25,960
-150
46
$1.04M 0.64%
31,806
+1,081
47
$1.01M 0.62%
24,688
+100
48
$1M 0.62%
28,920
-80
49
$995K 0.61%
11,775
+1,100
50
$972K 0.6%
24,705
-163
1
2
3 4 5