PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
51
$1.43M 0.68%
24,148
52
$1.31M 0.62%
10,700
53
$1.31M 0.62%
10,999
-100
54
$1.22M 0.58%
5,063
55
$1.19M 0.56%
13,925
-400
56
$1.19M 0.56%
13,039
57
$1.16M 0.55%
21,833
-200
58
$1.15M 0.54%
20,917
-117
59
$1.12M 0.53%
17,296
-426
60
$1.09M 0.51%
13,000
61
$941K 0.44%
5,520
-130
62
$886K 0.42%
28,060
-2,700
63
$885K 0.42%
7,944
-1,666
64
$868K 0.41%
15,606
-2,592
65
$841K 0.4%
43,562
-100
66
$829K 0.39%
20,622
+400
67
$828K 0.39%
9,732
-125
68
$802K 0.38%
12,495
-534
69
$795K 0.37%
9,015
+200
70
$752K 0.35%
10,600
71
$736K 0.35%
57,937
72
$736K 0.35%
9,345
+737
73
$734K 0.35%
5,339
74
$658K 0.31%
4,350
+1,800
75
$656K 0.31%
11,986
-298
1 2
3
4 5