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
$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
126
$154K 0.08%
2,208
127
$151K 0.08%
4,120
128
$146K 0.07%
2,650
129
$146K 0.07%
2,219
130
$144K 0.07%
865
131
$141K 0.07%
9,282
132
$138K 0.07%
925
-50
133
$131K 0.07%
2,395
134
$124K 0.06%
1,200
-850
135
$123K 0.06%
311
136
$120K 0.06%
2,916
137
$109K 0.06%
3,611
138
$108K 0.05%
1,250
-1,775
139
$107K 0.05%
3,233
140
$107K 0.05%
2,500
141
$98K 0.05%
1,453
-700
142
$84K 0.04%
629
143
$81K 0.04%
+6,900
144
$71K 0.04%
2,102
145
$70K 0.04%
881
146
$67K 0.03%
500
147
$67K 0.03%
3,000
148
$65K 0.03%
200
149
$63K 0.03%
4,568
150
$62K 0.03%
1,800
-200
4 5
6
7 8