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
$211M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$466K
3
+$460K
4
VZ icon
Verizon
VZ
+$390K
5
TGT icon
Target
TGT
+$373K

Top Sells

1
+$806K
2
+$514K
3
+$363K
4
ET icon
Energy Transfer Partners
ET
+$352K
5
FDX icon
FedEx
FDX
+$249K

Sector Composition

1 Financials 19.39%
2 Technology 14.69%
3 Healthcare 14.69%
4 Consumer Staples 10.44%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.05%
3,132
-1,733
152
$102K 0.05%
6,900
153
$100K 0.05%
875
154
$90K 0.04%
2,150
-3,500
155
$89K 0.04%
3,983
156
$88K 0.04%
390
-60
157
$86K 0.04%
3,555
-2,075
158
$86K 0.04%
1,364
159
$84K 0.04%
500
160
$78K 0.04%
459
161
$70K 0.03%
1,700
162
$70K 0.03%
3,111
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163
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2,000
164
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165
$65K 0.03%
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166
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167
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3,500
168
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169
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171
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172
$53K 0.03%
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173
$52K 0.02%
500
174
$49K 0.02%
4,000
175
$48K 0.02%
625
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7
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