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
$212M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$430K
2
+$356K
3
+$272K
4
BA icon
Boeing
BA
+$143K
5
ABBV icon
AbbVie
ABBV
+$133K

Top Sells

1
+$642K
2
+$422K
3
+$256K
4
NCV
Virtus Convertible & Income Fund
NCV
+$209K
5
PSX icon
Phillips 66
PSX
+$186K

Sector Composition

1 Financials 27.13%
2 Technology 12.49%
3 Healthcare 11.6%
4 Consumer Staples 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
183
202
$17K 0.01%
75
203
$16K 0.01%
434
204
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619
205
$16K 0.01%
2,000
206
$15K 0.01%
500
207
$15K 0.01%
100
208
$15K 0.01%
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209
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210
$14K 0.01%
321
211
$14K 0.01%
76
212
$14K 0.01%
100
213
$13K 0.01%
682
214
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350
215
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37
216
$12K 0.01%
136
217
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85
218
$12K 0.01%
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219
$12K 0.01%
200
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$12K 0.01%
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158
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222
$11K 0.01%
200
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$10K ﹤0.01%
80
224
$10K ﹤0.01%
167
225
$10K ﹤0.01%
200
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