PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
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 +$256K
2 +$245K
3 +$228K
4
NOV icon
NOV
NOV
+$217K
5
WBA
Walgreens Boots Alliance
WBA
+$207K

Top Sells

1 +$149K
2 +$88.3K
3 +$77.4K
4
MDT icon
Medtronic
MDT
+$75.8K
5
VOD icon
Vodafone
VOD
+$69.3K

Sector Composition

1 Financials 23.6%
2 Consumer Staples 12.47%
3 Healthcare 11.92%
4 Industrials 11.48%
5 Technology 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$20K 0.01%
299
177
$20K 0.01%
235
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$20K 0.01%
400
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$20K 0.01%
245
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$19K 0.01%
1,725
181
$19K 0.01%
182
182
$19K 0.01%
375
183
$19K 0.01%
300
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
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$17K 0.01%
175
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$16K 0.01%
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$16K 0.01%
1,800
194
$16K 0.01%
1,000
195
$16K 0.01%
240
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$16K 0.01%
1,096
197
$15K 0.01%
200
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$15K 0.01%
134
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$15K 0.01%
215
200
$14K 0.01%
2,052