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
101
$458K 0.22%
5,705
-500
102
$457K 0.22%
5,093
-1,255
103
$451K 0.21%
8,329
-213
104
$441K 0.21%
8,550
-213
105
$422K 0.2%
3,291
106
$394K 0.19%
2,001
+188
107
$381K 0.18%
2,489
+2,089
108
$362K 0.17%
4,029
109
$354K 0.17%
3,888
+1,729
110
$352K 0.17%
4,605
-6,719
111
$343K 0.16%
4,504
+2,830
112
$341K 0.16%
4,637
+802
113
$336K 0.16%
3,530
-300
114
$336K 0.16%
6,177
115
$335K 0.16%
8,778
116
$329K 0.16%
5,268
-100
117
$328K 0.16%
1,837
+448
118
$328K 0.16%
10,434
-5,750
119
$317K 0.15%
1,140
120
$307K 0.15%
4,968
+800
121
$305K 0.14%
561
+150
122
$291K 0.14%
4,600
123
$288K 0.14%
6,897
124
$275K 0.13%
1,999
-962
125
$273K 0.13%
7,675
-1,800
3 4
5
6 7