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
76
$721K 0.34%
13,293
+5,945
77
$697K 0.33%
7,057
-1,300
78
$686K 0.33%
1,127
+427
79
$663K 0.31%
9,273
+756
80
$662K 0.31%
4,310
+50
81
$658K 0.31%
6,971
-2,015
82
$639K 0.3%
17,091
-2,350
83
$629K 0.3%
57,937
84
$623K 0.3%
13,537
-100
85
$621K 0.29%
5,800
86
$614K 0.29%
6,300
-400
87
$612K 0.29%
6,606
+101
88
$609K 0.29%
19,565
+204
89
$603K 0.29%
1,736
+359
90
$573K 0.27%
2,550
+252
91
$569K 0.27%
1,188
+655
92
$568K 0.27%
8,467
-1,384
93
$528K 0.25%
9,501
-213
94
$509K 0.24%
2,931
-500
95
$497K 0.24%
6,060
-477
96
$485K 0.23%
2,775
97
$477K 0.23%
6,834
-301
98
$470K 0.22%
1,285
+884
99
$469K 0.22%
6,005
100
$466K 0.22%
10,293
2 3
4
5 6