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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$200K
3
+$150K
4
JNJ icon
Johnson & Johnson
JNJ
+$147K
5
ORCL icon
Oracle
ORCL
+$139K

Top Sells

1
+$506K
2
+$272K
3
+$226K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$141K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.52%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21K 0.01%
300
177
$21K 0.01%
+350
178
$20K 0.01%
299
179
$20K 0.01%
235
180
$20K 0.01%
375
181
$20K 0.01%
1,123
182
$20K 0.01%
245
183
$20K 0.01%
300
184
$19K 0.01%
3,094
185
$19K 0.01%
650
186
$19K 0.01%
182
187
$19K 0.01%
254
188
$17K 0.01%
+364
189
$17K 0.01%
200
190
$17K 0.01%
400
191
$16K 0.01%
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200
193
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194
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350
195
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450
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196
$16K 0.01%
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197
$15K 0.01%
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198
$15K 0.01%
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199
$15K 0.01%
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200
$15K 0.01%
134
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8
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