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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

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
202
$11K 0.01%
254
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100
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$10K 0.01%
434
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200
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135
207
$10K 0.01%
300
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$10K 0.01%
174
209
$10K 0.01%
+85
210
$10K 0.01%
127
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$9K 0.01%
200
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$9K 0.01%
493
213
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337
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$9K 0.01%
+500
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$8K ﹤0.01%
114
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$8K ﹤0.01%
55
-27
219
$8K ﹤0.01%
76
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$8K ﹤0.01%
234
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$8K ﹤0.01%
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+52
222
$8K ﹤0.01%
332
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$8K ﹤0.01%
80
224
$7K ﹤0.01%
712
+416
225
$7K ﹤0.01%
193
+90
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