PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K 0.02%
600
152
$37K 0.02%
310
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$36K 0.02%
876
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$36K 0.02%
820
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$36K 0.02%
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$35K 0.02%
800
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$34K 0.02%
800
-156
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$32K 0.02%
3,853
+2,934
159
$32K 0.02%
+3,000
160
$31K 0.02%
+1,146
161
$30K 0.02%
227
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$30K 0.02%
+2,849
163
$30K 0.02%
542
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$27K 0.02%
746
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169
$26K 0.02%
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171
$24K 0.01%
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$23K 0.01%
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173
$23K 0.01%
431
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174
$21K 0.01%
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175
$20K 0.01%
299
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7
8 9