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
$211M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$466K
3
+$460K
4
VZ icon
Verizon
VZ
+$390K
5
TGT icon
Target
TGT
+$373K

Top Sells

1
+$806K
2
+$514K
3
+$363K
4
ET icon
Energy Transfer Partners
ET
+$352K
5
FDX icon
FedEx
FDX
+$249K

Sector Composition

1 Financials 19.39%
2 Technology 14.69%
3 Healthcare 14.69%
4 Consumer Staples 10.44%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.99%
19,232
+72
27
$2.07M 0.98%
32,907
-468
28
$2.05M 0.97%
22,495
-265
29
$1.98M 0.94%
40,720
+3,140
30
$1.94M 0.92%
24,272
31
$1.84M 0.87%
8,628
32
$1.82M 0.86%
16,720
+1,780
33
$1.8M 0.85%
22,617
-178
34
$1.78M 0.84%
24,932
-400
35
$1.76M 0.83%
41,240
+634
36
$1.74M 0.83%
41,232
-746
37
$1.66M 0.79%
15,310
-1,275
38
$1.65M 0.78%
21,930
-597
39
$1.63M 0.77%
5,932
+838
40
$1.49M 0.71%
11,393
+12
41
$1.44M 0.68%
9,887
+235
42
$1.41M 0.67%
11,061
+362
43
$1.41M 0.67%
3,283
-328
44
$1.4M 0.66%
8,853
45
$1.35M 0.64%
4,555
+301
46
$1.28M 0.61%
14,067
+861
47
$1.27M 0.6%
11,843
-33
48
$1.25M 0.59%
20,101
-500
49
$1.21M 0.58%
11,873
+924
50
$1.21M 0.57%
17,342
-2,300
1
2
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