PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70K 0.05%
1,700
127
$69K 0.05%
+1,644
128
$69K 0.05%
1,422
+881
129
$68K 0.04%
360
130
$67K 0.04%
1,600
131
$66K 0.04%
+2,000
132
$63K 0.04%
3,294
133
$62K 0.04%
2,102
134
$59K 0.04%
2,000
135
$57K 0.04%
1,500
136
$57K 0.04%
1,256
137
$54K 0.04%
519
138
$51K 0.03%
+2,400
139
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500
140
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141
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400
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142
$48K 0.03%
250
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143
$47K 0.03%
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144
$46K 0.03%
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145
$45K 0.03%
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146
$45K 0.03%
876
147
$41K 0.03%
482
148
$40K 0.03%
801
149
$39K 0.03%
2,800
150
$39K 0.03%
310
4 5
6
7 8