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
$211M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$466K
3
+$460K
4
VZ icon
Verizon
VZ
+$390K
5
TGT icon
Target
TGT
+$373K

Top Sells

1
+$806K
2
+$514K
3
+$363K
4
ET icon
Energy Transfer Partners
ET
+$352K
5
FDX icon
FedEx
FDX
+$249K

Sector Composition

1 Financials 19.39%
2 Technology 14.69%
3 Healthcare 14.69%
4 Consumer Staples 10.44%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K 0.01%
579
+16
202
$18K 0.01%
125
203
$18K 0.01%
434
204
$18K 0.01%
1,666
205
$18K 0.01%
200
206
$18K 0.01%
1,792
-35,000
207
$18K 0.01%
500
208
$17K 0.01%
400
209
$17K 0.01%
600
210
$17K 0.01%
600
211
$16K 0.01%
+500
212
$16K 0.01%
+2,000
213
$15K 0.01%
+500
214
$15K 0.01%
619
215
$15K 0.01%
400
216
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200
217
$14K 0.01%
158
218
$14K 0.01%
37
219
$13K 0.01%
100
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$13K 0.01%
100
221
$13K 0.01%
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100
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$13K 0.01%
2,000
224
$12K 0.01%
600
225
$12K 0.01%
1,175
-39
7 8
9
10 11