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
$135M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$351K
3
+$260K
4
PG icon
Procter & Gamble
PG
+$234K
5
MCD icon
McDonald's
MCD
+$191K

Top Sells

1
+$5.46M
2
+$1.92M
3
+$1.66M
4
COP icon
ConocoPhillips
COP
+$1.54M
5
IBM icon
IBM
IBM
+$1.53M

Sector Composition

1 Financials 14.44%
2 Consumer Staples 13.18%
3 Industrials 13.17%
4 Energy 12.75%
5 Technology 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38K 0.03%
394
152
$35K 0.03%
388
153
$31K 0.02%
711
154
$31K 0.02%
621
155
$30K 0.02%
1,050
156
$30K 0.02%
1,500
157
$29K 0.02%
3,000
158
$29K 0.02%
456
159
$27K 0.02%
600
160
$27K 0.02%
1,524
161
$26K 0.02%
234
162
$26K 0.02%
352
-233
163
$25K 0.02%
300
164
$25K 0.02%
200
165
$25K 0.02%
350
166
$24K 0.02%
1,031
167
$23K 0.02%
3,165
168
$23K 0.02%
653
169
$23K 0.02%
300
170
$22K 0.02%
712
171
$22K 0.02%
254
172
$21K 0.02%
114
173
$21K 0.02%
400
174
$20K 0.01%
185
175
$20K 0.01%
300
5 6
7
8 9