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
$153M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$192K
3
+$149K
4
BAX icon
Baxter International
BAX
+$147K
5
COP icon
ConocoPhillips
COP
+$140K

Top Sells

1
+$513K
2
+$275K
3
+$222K
4
WBA
Walgreens Boots Alliance
WBA
+$154K
5
MCD icon
McDonald's
MCD
+$140K

Sector Composition

1 Financials 24.91%
2 Consumer Staples 12.53%
3 Industrials 11.32%
4 Healthcare 10.91%
5 Technology 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
2,052
202
$13K 0.01%
300
203
$13K 0.01%
100
204
$12K 0.01%
500
205
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498
206
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296
207
$11K 0.01%
500
208
$11K 0.01%
200
209
$11K 0.01%
112
210
$11K 0.01%
1,050
211
$11K 0.01%
+187
212
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50
213
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55
214
$11K 0.01%
1,000
215
$11K 0.01%
200
216
$10K 0.01%
100
217
$10K 0.01%
657
218
$10K 0.01%
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219
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302
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220
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3
221
$10K 0.01%
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222
$10K 0.01%
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223
$10K 0.01%
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224
$9K 0.01%
126
225
$9K 0.01%
193
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