PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
+$244K
2
+$237K
3
+$225K
4
WBA
Walgreens Boots Alliance
WBA
+$220K
5
NOV icon
NOV
NOV
+$200K

Top Sells

1
+$167K
2
+$86.6K
3
+$78K
4
OXY icon
Occidental Petroleum
OXY
+$73K
5
VOD icon
Vodafone
VOD
+$65.8K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.47%
5 Technology 10.43%
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
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155
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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%
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162
$26K 0.02%
+500
163
$25K 0.02%
1,031
164
$24K 0.02%
300
165
$24K 0.02%
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167
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169
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$22K 0.01%
561
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$22K 0.01%
213
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$21K 0.01%
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174
$21K 0.01%
198
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$20K 0.01%
3,094
5 6
7
8 9