PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
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
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$176K 0.11%
2,500
102
$175K 0.11%
2,368
103
$171K 0.11%
2,250
104
$164K 0.1%
2,335
105
$160K 0.1%
2,968
+200
106
$157K 0.1%
4,416
107
$155K 0.1%
4,420
+100
108
$152K 0.09%
1,000
109
$145K 0.09%
10,880
+7,400
110
$136K 0.08%
550
111
$129K 0.08%
3,671
+50
112
$125K 0.08%
3,983
113
$122K 0.08%
3,742
-150
114
$122K 0.08%
875
115
$122K 0.08%
900
116
$120K 0.07%
975
117
$117K 0.07%
1,456
118
$115K 0.07%
900
-120
119
$113K 0.07%
975
120
$105K 0.06%
2,768
121
$104K 0.06%
1,237
122
$101K 0.06%
1,250
123
$83K 0.05%
865
124
$80K 0.05%
2,400
125
$78K 0.05%
1,119
3 4
5
6 7