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
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K 0.02%
600
152
$37K 0.02%
310
153
$36K 0.02%
876
154
$36K 0.02%
783
155
$36K 0.02%
482
156
$35K 0.02%
1,600
157
$34K 0.02%
800
158
$32K 0.02%
3,853
-1,490
159
$32K 0.02%
3,000
160
$31K 0.02%
1,146
161
$30K 0.02%
227
+40
162
$30K 0.02%
2,849
163
$30K 0.02%
542
164
$30K 0.02%
200
165
$30K 0.02%
801
166
$29K 0.02%
374
167
$27K 0.02%
2,000
168
$27K 0.02%
746
169
$26K 0.02%
360
170
$24K 0.01%
1,000
171
$24K 0.01%
375
172
$23K 0.01%
1,715
173
$23K 0.01%
431
174
$21K 0.01%
198
175
$20K 0.01%
299
5 6
7
8 9