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

Top Buys

1
+$256K
2
+$245K
3
+$228K
4
NOV icon
NOV
NOV
+$217K
5
WBA
Walgreens Boots Alliance
WBA
+$207K

Top Sells

1
+$149K
2
+$88.3K
3
+$77.4K
4
MDT icon
Medtronic
MDT
+$75.8K
5
VOD icon
Vodafone
VOD
+$69.3K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.48%
5 Technology 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.02%
621
152
$33K 0.02%
1,256
153
$32K 0.02%
1,600
+100
154
$32K 0.02%
1,473
-275
155
$32K 0.02%
3,000
156
$32K 0.02%
200
157
$31K 0.02%
350
158
$28K 0.02%
600
159
$28K 0.02%
653
160
$27K 0.02%
542
161
$27K 0.02%
1,123
162
$26K 0.02%
+500
163
$25K 0.02%
1,031
164
$24K 0.02%
400
165
$24K 0.02%
300
166
$23K 0.02%
1,000
167
$23K 0.02%
275
168
$23K 0.02%
100
169
$23K 0.02%
450
170
$22K 0.01%
561
171
$22K 0.01%
560
172
$22K 0.01%
213
173
$21K 0.01%
1,715
174
$21K 0.01%
198
175
$20K 0.01%
3,094
5 6
7
8 9