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
101
$163K 0.11%
8,822
102
$156K 0.1%
5,508
103
$137K 0.09%
5,417
-163
104
$134K 0.09%
1,091
+24
105
$132K 0.09%
4,000
-200
106
$131K 0.09%
2,335
107
$131K 0.09%
986
108
$130K 0.09%
1,768
109
$122K 0.08%
900
110
$116K 0.08%
4,416
111
$115K 0.08%
1,154
-183
112
$113K 0.07%
1,166
113
$110K 0.07%
1,065
114
$109K 0.07%
2,000
115
$103K 0.07%
1,237
116
$102K 0.07%
4,900
-8,000
117
$101K 0.07%
1,250
118
$98K 0.06%
900
119
$91K 0.06%
800
120
$91K 0.06%
3,983
121
$90K 0.06%
1,100
122
$89K 0.06%
1,456
123
$84K 0.06%
780
124
$78K 0.05%
1,515
125
$72K 0.05%
1,700
3 4
5
6 7