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
76
$528K 0.33%
20,375
77
$463K 0.29%
19,020
78
$457K 0.28%
5,166
79
$430K 0.27%
5,415
80
$424K 0.26%
4,229
-61
81
$415K 0.26%
+2,258
82
$402K 0.25%
4,950
-100
83
$402K 0.25%
6,956
-159
84
$376K 0.23%
6,820
85
$366K 0.23%
11,856
-572
86
$362K 0.22%
4,250
87
$359K 0.22%
12,940
-800
88
$338K 0.21%
4,050
-25
89
$298K 0.18%
2,544
90
$295K 0.18%
9,881
91
$280K 0.17%
6,263
92
$258K 0.16%
2,865
93
$223K 0.14%
2,825
-400
94
$223K 0.14%
2,138
-200
95
$216K 0.13%
935
+795
96
$215K 0.13%
2,575
+600
97
$213K 0.13%
11,420
98
$206K 0.13%
5,300
99
$204K 0.13%
1,800
100
$190K 0.12%
3,402
2 3
4
5 6