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
$197M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$403K
3
+$367K
4
WBA
Walgreens Boots Alliance
WBA
+$153K
5
WFC icon
Wells Fargo
WFC
+$130K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$899K
4
PFE icon
Pfizer
PFE
+$292K
5
APD icon
Air Products & Chemicals
APD
+$192K

Sector Composition

1 Financials 26.97%
2 Technology 11.85%
3 Healthcare 11.35%
4 Consumer Staples 10.58%
5 Industrials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
600
202
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200
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$18K 0.01%
2,000
204
$18K 0.01%
1,700
205
$17K 0.01%
434
206
$17K 0.01%
82
207
$17K 0.01%
300
208
$17K 0.01%
236
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209
$16K 0.01%
+100
210
$16K 0.01%
619
211
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100
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1,000
213
$16K 0.01%
100
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500
218
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321
219
$14K 0.01%
493
220
$14K 0.01%
334
221
$13K 0.01%
200
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$13K 0.01%
+439
223
$13K 0.01%
100
224
$13K 0.01%
350
225
$12K 0.01%
682
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10 11