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

Top Buys

1
+$408K
2
+$183K
3
+$135K
4
BAC icon
Bank of America
BAC
+$104K
5
PFIS icon
Peoples Financial Services
PFIS
+$95.3K

Top Sells

1
+$620K
2
+$539K
3
+$353K
4
PM icon
Philip Morris
PM
+$322K
5
CVX icon
Chevron
CVX
+$213K

Sector Composition

1 Financials 23.35%
2 Consumer Staples 13.06%
3 Healthcare 12.29%
4 Industrials 11.24%
5 Technology 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
560
177
$19K 0.01%
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$19K 0.01%
1,000
179
$18K 0.01%
1,000
180
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1,096
181
$18K 0.01%
245
182
$18K 0.01%
300
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373
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$17K 0.01%
400
185
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434
189
$16K 0.01%
134
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300
-7,250
192
$15K 0.01%
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$15K 0.01%
200
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$14K 0.01%
100
195
$14K 0.01%
1,107
196
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200
197
$13K 0.01%
300
198
$13K 0.01%
104
199
$11K 0.01%
321
200
$11K 0.01%
500
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8
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