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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$513K 0.33%
7,100
-100
77
$482K 0.31%
9,791
+1,050
78
$471K 0.31%
7,524
+242
79
$464K 0.3%
14,600
+3,700
80
$450K 0.29%
2,825
+300
81
$402K 0.26%
4,377
-397
82
$367K 0.24%
4,350
83
$361K 0.24%
2,725
84
$356K 0.23%
3,774
85
$334K 0.22%
6,800
+750
86
$275K 0.18%
8,694
+2,239
87
$275K 0.18%
3,985
88
$267K 0.17%
7,023
89
$265K 0.17%
3,500
+500
90
$248K 0.16%
6,100
-100
91
$247K 0.16%
2,700
92
$247K 0.16%
2,138
93
$231K 0.15%
12,900
-1,800
94
$230K 0.15%
8,764
+702
95
$196K 0.13%
2,368
-447
96
$194K 0.13%
2,700
-150
97
$173K 0.11%
1,566
+433
98
$171K 0.11%
8,822
99
$167K 0.11%
2,750
100
$161K 0.11%
1,800
2 3
4
5 6