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
$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
126
$271K 0.13%
3,837
-900
127
$267K 0.13%
2,785
-762
128
$262K 0.12%
3,100
-1,410
129
$260K 0.12%
3,076
130
$247K 0.12%
1,000
-25
131
$241K 0.11%
3,400
132
$213K 0.1%
895
133
$205K 0.1%
5,168
-2,114
134
$204K 0.1%
1,940
135
$203K 0.1%
7,154
+541
136
$195K 0.09%
3,050
137
$172K 0.08%
2,913
138
$170K 0.08%
750
-1,100
139
$170K 0.08%
3,250
140
$164K 0.08%
2,000
-224
141
$160K 0.08%
4,487
-1,700
142
$158K 0.07%
6,100
143
$143K 0.07%
+10,654
144
$127K 0.06%
751
145
$124K 0.06%
724
+24
146
$115K 0.05%
2,810
+1,000
147
$114K 0.05%
517
148
$114K 0.05%
529
-100
149
$113K 0.05%
2,975
-1,300
150
$109K 0.05%
1,249
-460
4 5
6
7 8