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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$356K
3
+$272K
4
BA icon
Boeing
BA
+$143K
5
ABBV icon
AbbVie
ABBV
+$133K

Top Sells

1
+$642K
2
+$422K
3
+$256K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$186K

Sector Composition

1 Financials 27.13%
2 Technology 12.49%
3 Healthcare 11.6%
4 Consumer Staples 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.03%
3,294
152
$67K 0.03%
881
153
$61K 0.03%
1,000
154
$60K 0.03%
4,000
155
$59K 0.03%
200
156
$58K 0.03%
1,800
157
$54K 0.03%
3,983
158
$52K 0.02%
619
159
$52K 0.02%
484
160
$51K 0.02%
904
+154
161
$50K 0.02%
625
162
$49K 0.02%
854
163
$49K 0.02%
317
164
$49K 0.02%
3,389
165
$48K 0.02%
198
166
$47K 0.02%
3,352
167
$46K 0.02%
200
168
$45K 0.02%
1,500
169
$44K 0.02%
1,500
170
$43K 0.02%
210
171
$42K 0.02%
3,111
172
$36K 0.02%
600
173
$35K 0.02%
1,230
174
$35K 0.02%
375
175
$35K 0.02%
14,600
5 6
7
8 9