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
201
$11K 0.01%
700
+150
202
$11K 0.01%
254
203
$11K 0.01%
100
204
$10K 0.01%
434
205
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200
206
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135
207
$10K 0.01%
300
208
$10K 0.01%
174
209
$10K 0.01%
85
210
$10K 0.01%
127
211
$9K 0.01%
200
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493
213
$9K 0.01%
337
214
$9K 0.01%
500
215
$9K 0.01%
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$9K 0.01%
100
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$8K ﹤0.01%
114
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$8K ﹤0.01%
55
219
$8K ﹤0.01%
76
220
$8K ﹤0.01%
234
221
$8K ﹤0.01%
152
222
$8K ﹤0.01%
332
223
$8K ﹤0.01%
80
224
$7K ﹤0.01%
296
225
$7K ﹤0.01%
193
7 8
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10 11