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
$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
26
$2.32M 1.09%
16,610
-60
27
$2.26M 1.07%
26,027
28
$2.24M 1.05%
36,932
-200
29
$2.18M 1.03%
24,637
+1,500
30
$2.17M 1.02%
9,228
-30
31
$2.13M 1.01%
16,225
-25
32
$2.13M 1%
16,606
-872
33
$2.01M 0.95%
8,865
+380
34
$1.94M 0.92%
25,470
35
$1.93M 0.91%
48,622
-979
36
$1.89M 0.89%
28,200
-200
37
$1.83M 0.86%
38,235
+705
38
$1.83M 0.86%
20,810
+400
39
$1.77M 0.84%
22,735
-200
40
$1.76M 0.83%
29,506
-100
41
$1.74M 0.82%
32,385
42
$1.7M 0.8%
19,578
43
$1.7M 0.8%
10,630
-882
44
$1.66M 0.78%
17,630
45
$1.65M 0.78%
25,963
46
$1.65M 0.78%
54,665
-400
47
$1.56M 0.74%
8,628
-328
48
$1.51M 0.71%
28,217
-500
49
$1.47M 0.69%
10,166
-50
50
$1.46M 0.69%
7,545
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