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
76
$506K 0.33%
6,590
77
$502K 0.33%
8,420
78
$490K 0.32%
9,791
79
$476K 0.31%
6,100
-1,000
80
$435K 0.29%
9,150
+2,350
81
$427K 0.28%
14,600
82
$422K 0.28%
4,352
-25
83
$420K 0.28%
4,350
84
$396K 0.26%
3,774
85
$357K 0.24%
2,725
86
$320K 0.21%
4,065
+1,365
87
$297K 0.2%
9,177
+483
88
$296K 0.2%
2,596
+1,030
89
$268K 0.18%
9,767
+1,003
90
$264K 0.17%
3,500
91
$248K 0.16%
3,325
-660
92
$246K 0.16%
6,100
93
$246K 0.16%
7,023
94
$241K 0.16%
2,138
95
$240K 0.16%
3,000
+300
96
$220K 0.15%
+2,600
97
$209K 0.14%
2,368
98
$176K 0.12%
2,750
99
$169K 0.11%
4,121
+100
100
$168K 0.11%
1,800
2 3
4
5 6