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
$161M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$245K
3
+$231K
4
MO icon
Altria Group
MO
+$205K
5
FMC icon
FMC
FMC
+$117K

Top Sells

1
+$4.22M
2
+$144K
3
+$140K
4
AAPL icon
Apple
AAPL
+$131K
5
PFIS icon
Peoples Financial Services
PFIS
+$118K

Sector Composition

1 Financials 22.47%
2 Consumer Staples 12.99%
3 Healthcare 12.2%
4 Industrials 11.66%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K 0.02%
876
152
$39K 0.02%
482
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$38K 0.02%
1,600
154
$37K 0.02%
325
-25
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$36K 0.02%
527
+96
156
$36K 0.02%
2,000
157
$36K 0.02%
310
158
$35K 0.02%
801
159
$33K 0.02%
600
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$32K 0.02%
684
-99
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$30K 0.02%
1,000
162
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374
163
$29K 0.02%
227
164
$29K 0.02%
542
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360
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$28K 0.02%
709
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200
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$25K 0.02%
+1,115
169
$24K 0.01%
198
170
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$23K 0.01%
1,715
172
$22K 0.01%
375
173
$21K 0.01%
560
174
$21K 0.01%
180
+46
175
$21K 0.01%
1,000
5 6
7
8 9