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
51
$1.17M 0.55%
16,675
+156
52
$1.17M 0.55%
43,079
-13,385
53
$1.08M 0.51%
7,875
+500
54
$1.08M 0.51%
4,733
+848
55
$1.05M 0.5%
7,090
56
$1.05M 0.5%
50,069
-38,479
57
$1.04M 0.49%
3,467
+1,032
58
$1.02M 0.49%
19,849
+733
59
$1.01M 0.48%
7,179
-65
60
$981K 0.47%
10,211
-800
61
$929K 0.44%
5,274
+989
62
$922K 0.44%
3,789
63
$909K 0.43%
23,160
+4,390
64
$897K 0.43%
4,270
-112
65
$884K 0.42%
4,840
+65
66
$874K 0.41%
6,186
+2,641
67
$837K 0.4%
4,255
+84
68
$834K 0.4%
20,589
-123
69
$827K 0.39%
22,000
70
$812K 0.38%
52,112
71
$797K 0.38%
6,270
+3,668
72
$780K 0.37%
363
73
$780K 0.37%
19,917
-500
74
$726K 0.34%
4,503
+255
75
$724K 0.34%
5,354
1 2
3
4 5