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
51
$982K 0.65%
9,066
52
$976K 0.65%
35,490
-50
53
$961K 0.64%
25,842
+4,510
54
$887K 0.59%
16,181
-157
55
$862K 0.57%
18,210
+550
56
$830K 0.55%
11,980
57
$798K 0.53%
18,479
+1,800
58
$761K 0.5%
57,937
-1,500
59
$748K 0.49%
12,980
-8
60
$732K 0.48%
14,640
+4,000
61
$719K 0.48%
8,400
-400
62
$714K 0.47%
13,175
63
$709K 0.47%
9,728
-1,001
64
$700K 0.46%
4,850
-600
65
$698K 0.46%
7,960
+625
66
$671K 0.44%
18,603
-219
67
$649K 0.43%
10,490
-107
68
$631K 0.42%
7,243
-281
69
$589K 0.39%
5,497
70
$580K 0.38%
8,172
+637
71
$579K 0.38%
7,695
+400
72
$564K 0.37%
3,525
+700
73
$559K 0.37%
17,116
-2,015
74
$546K 0.36%
22,773
75
$520K 0.34%
18,960
-600
1 2
3
4 5