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
$211M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$466K
3 +$460K
4
VZ icon
Verizon
VZ
+$390K
5
TGT icon
Target
TGT
+$373K

Top Sells

1 +$806K
2 +$514K
3 +$363K
4
ET icon
Energy Transfer Partners
ET
+$352K
5
FDX icon
FedEx
FDX
+$249K

Sector Composition

1 Financials 19.39%
2 Technology 14.69%
3 Healthcare 14.69%
4 Consumer Staples 10.44%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$47K 0.02%
619
177
$43K 0.02%
1,213
178
$42K 0.02%
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179
$40K 0.02%
354
180
$36K 0.02%
300
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5,000
182
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479
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$34K 0.02%
269
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$33K 0.02%
100
185
$33K 0.02%
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$30K 0.01%
295
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312
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$29K 0.01%
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$26K 0.01%
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$25K 0.01%
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196
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$20K 0.01%
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$19K 0.01%
300