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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$403K
3
+$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.16%
10,725
102
$276K 0.14%
3,140
+105
103
$275K 0.14%
3,150
-150
104
$272K 0.14%
8,740
105
$270K 0.14%
3,100
-192
106
$248K 0.13%
9,600
107
$239K 0.12%
1,150
108
$238K 0.12%
1,290
-125
109
$237K 0.12%
2,081
110
$222K 0.11%
7,080
111
$222K 0.11%
1,905
112
$204K 0.1%
2,025
+100
113
$203K 0.1%
3,618
+1,500
114
$202K 0.1%
3,400
115
$199K 0.1%
4,500
116
$197K 0.1%
2,342
+1,100
117
$195K 0.1%
6,100
118
$195K 0.1%
1,075
-50
119
$184K 0.09%
1,100
-100
120
$182K 0.09%
4,298
121
$180K 0.09%
1,150
-100
122
$178K 0.09%
5,758
+500
123
$164K 0.08%
450
124
$156K 0.08%
900
125
$155K 0.08%
2,768
3 4
5
6 7