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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$356K
3
+$272K
4
BA icon
Boeing
BA
+$143K
5
ABBV icon
AbbVie
ABBV
+$133K

Top Sells

1
+$642K
2
+$422K
3
+$256K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$186K

Sector Composition

1 Financials 27.13%
2 Technology 12.49%
3 Healthcare 11.6%
4 Consumer Staples 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.02%
800
177
$32K 0.02%
739
-137
178
$32K 0.02%
240
179
$29K 0.01%
440
180
$26K 0.01%
300
181
$25K 0.01%
170
182
$24K 0.01%
1,000
183
$24K 0.01%
160
184
$22K 0.01%
196
185
$21K 0.01%
10
186
$21K 0.01%
200
187
$21K 0.01%
1,666
188
$21K 0.01%
250
189
$21K 0.01%
100
190
$21K 0.01%
224
191
$21K 0.01%
180
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$20K 0.01%
100
193
$20K 0.01%
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194
$19K 0.01%
600
195
$18K 0.01%
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196
$18K 0.01%
100
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$18K 0.01%
300
198
$18K 0.01%
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199
$18K 0.01%
209
200
$18K 0.01%
100
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