PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$237K
3
+$225K
4
WBA
Walgreens Boots Alliance
WBA
+$220K
5
NOV icon
NOV
NOV
+$200K

Top Sells

1
+$167K
2
+$86.6K
3
+$78K
4
OXY icon
Occidental Petroleum
OXY
+$73K
5
VOD icon
Vodafone
VOD
+$65.8K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.47%
5 Technology 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
299
177
$20K 0.01%
235
178
$20K 0.01%
400
179
$20K 0.01%
245
180
$19K 0.01%
375
181
$19K 0.01%
300
182
$19K 0.01%
1,725
183
$19K 0.01%
182
184
$18K 0.01%
364
185
$18K 0.01%
1,211
-2,643
186
$18K 0.01%
300
187
$18K 0.01%
650
188
$17K 0.01%
300
189
$17K 0.01%
175
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190
$17K 0.01%
350
191
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254
192
$16K 0.01%
200
193
$16K 0.01%
1,800
194
$16K 0.01%
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195
$16K 0.01%
240
196
$16K 0.01%
1,096
197
$15K 0.01%
200
198
$15K 0.01%
215
199
$15K 0.01%
134
200
$14K 0.01%
2,052
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8
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