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
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$184K
3
+$143K
4
BAC icon
Bank of America
BAC
+$98.6K
5
PFIS icon
Peoples Financial Services
PFIS
+$98.3K

Top Sells

1
+$620K
2
+$548K
3
+$363K
4
PM icon
Philip Morris
PM
+$328K
5
CVX icon
Chevron
CVX
+$222K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
560
177
$19K 0.01%
100
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$19K 0.01%
1,000
179
$18K 0.01%
300
180
$18K 0.01%
1,000
181
$18K 0.01%
1,096
182
$18K 0.01%
245
183
$17K 0.01%
373
184
$17K 0.01%
400
185
$17K 0.01%
200
186
$17K 0.01%
300
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$17K 0.01%
160
188
$16K 0.01%
434
189
$16K 0.01%
134
190
$16K 0.01%
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191
$15K 0.01%
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$15K 0.01%
300
-7,250
193
$15K 0.01%
240
194
$14K 0.01%
100
195
$14K 0.01%
1,107
196
$13K 0.01%
200
197
$13K 0.01%
300
198
$13K 0.01%
104
199
$11K 0.01%
321
200
$11K 0.01%
500
6 7
8
9 10