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
$151M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$237K
3
+$225K
4
WBA
Walgreens Boots Alliance
WBA
+$220K
5
NOV icon
NOV
NOV
+$200K

Top Sells

1
+$167K
2
+$86.6K
3
+$78K
4
OXY icon
Occidental Petroleum
OXY
+$73K
5
VOD icon
Vodafone
VOD
+$65.8K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.47%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.05%
4,480
127
$69K 0.05%
1,644
128
$66K 0.04%
1,600
129
$64K 0.04%
1,256
130
$62K 0.04%
360
131
$59K 0.04%
2,000
132
$59K 0.04%
500
133
$57K 0.04%
2,400
134
$57K 0.04%
2,102
135
$56K 0.04%
1,500
136
$56K 0.04%
3,294
137
$55K 0.04%
2,000
138
$51K 0.03%
504
-15
139
$51K 0.03%
250
140
$49K 0.03%
1,500
141
$46K 0.03%
876
142
$44K 0.03%
1,001
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143
$43K 0.03%
1,208
144
$41K 0.03%
482
145
$40K 0.03%
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146
$40K 0.03%
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147
$39K 0.03%
310
148
$34K 0.02%
374
149
$34K 0.02%
765
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150
$34K 0.02%
294
4 5
6
7 8