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
51
$955K 0.59%
20,990
52
$954K 0.59%
12,070
-100
53
$940K 0.58%
17,098
-210
54
$931K 0.57%
17,180
-80
55
$891K 0.55%
10,475
56
$861K 0.53%
11,760
-100
57
$793K 0.49%
5,475
58
$791K 0.49%
9,066
59
$776K 0.48%
12,029
60
$743K 0.46%
9,692
61
$727K 0.45%
57,937
62
$726K 0.45%
7,900
63
$716K 0.44%
15,837
64
$692K 0.43%
4,550
65
$691K 0.43%
9,151
66
$690K 0.43%
7,047
-97
67
$673K 0.42%
9,766
-25
68
$666K 0.41%
4,847
69
$651K 0.4%
7,596
70
$638K 0.39%
44,408
71
$637K 0.39%
14,600
-750
72
$602K 0.37%
5,920
-3,225
73
$550K 0.34%
16,350
74
$537K 0.33%
15,000
+4,000
75
$530K 0.33%
6,100
-175
1 2
3
4 5