PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.05%
2,600
127
$75K 0.05%
1,000
+100
128
$74K 0.05%
654
129
$74K 0.05%
1,600
-100
130
$73K 0.05%
1,050
-50
131
$71K 0.04%
500
132
$70K 0.04%
650
133
$66K 0.04%
3,233
134
$66K 0.04%
2,230
+64
135
$66K 0.04%
2,102
136
$58K 0.04%
524
-525
137
$54K 0.03%
6,225
138
$52K 0.03%
3,352
139
$51K 0.03%
2,000
140
$51K 0.03%
3,389
141
$50K 0.03%
1,500
142
$50K 0.03%
3,702
-437
143
$47K 0.03%
1,094
-5
144
$47K 0.03%
3,111
145
$46K 0.03%
400
146
$45K 0.03%
3,294
147
$44K 0.03%
200
148
$43K 0.03%
1,500
149
$42K 0.03%
1,500
150
$42K 0.03%
350
4 5
6
7 8