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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$242K
3
+$195K
4
BMY icon
Bristol-Myers Squibb
BMY
+$194K
5
FMC icon
FMC
FMC
+$119K

Top Sells

1
+$4.48M
2
+$146K
3
+$140K
4
JNJ icon
Johnson & Johnson
JNJ
+$136K
5
PFIS icon
Peoples Financial Services
PFIS
+$122K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.65%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$193K 0.12%
2,768
-200
102
$191K 0.12%
2,650
-175
103
$182K 0.11%
11,630
+750
104
$179K 0.11%
2,500
105
$178K 0.11%
4,420
106
$175K 0.11%
1,000
107
$168K 0.1%
2,368
108
$138K 0.09%
3,671
109
$136K 0.08%
875
110
$134K 0.08%
4,416
111
$132K 0.08%
550
112
$126K 0.08%
975
113
$123K 0.08%
3,698
-44
114
$123K 0.08%
900
115
$121K 0.08%
3,983
116
$119K 0.07%
+2,848
117
$119K 0.07%
975
118
$118K 0.07%
2,219
+1,919
119
$116K 0.07%
900
120
$114K 0.07%
+3,294
121
$112K 0.07%
2,768
122
$111K 0.07%
1,250
-1,000
123
$109K 0.07%
1,456
124
$104K 0.06%
1,237
125
$101K 0.06%
1,250
3 4
5
6 7