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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

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
+140
77
$463K 0.29%
19,020
78
$457K 0.28%
5,166
79
$430K 0.27%
5,415
80
$424K 0.26%
4,229
+347
81
$415K 0.26%
2,258
+43
82
$402K 0.25%
4,950
83
$402K 0.25%
6,956
84
$376K 0.23%
6,820
+650
85
$366K 0.23%
11,856
+1,206
86
$362K 0.22%
4,250
+200
87
$359K 0.22%
12,940
+2,000
88
$338K 0.21%
4,050
+300
89
$298K 0.18%
2,544
90
$295K 0.18%
9,705
+180
91
$280K 0.17%
6,263
92
$258K 0.16%
2,865
93
$223K 0.14%
2,825
+175
94
$223K 0.14%
2,138
+50
95
$216K 0.13%
935
+25
96
$215K 0.13%
2,575
-104
97
$213K 0.13%
11,420
98
$206K 0.13%
5,300
+400
99
$204K 0.13%
1,800
-23
100
$190K 0.12%
3,402
2 3
4
5 6