PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$431K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$169K
3
+$158K
4
CAT icon
Caterpillar
CAT
+$135K
5
GS icon
Goldman Sachs
GS
+$125K

Top Sells

1
+$326K
2
+$300K
3
+$219K
4
EXC icon
Exelon
EXC
+$204K
5
LMT icon
Lockheed Martin
LMT
+$183K

Sector Composition

1 Financials 17.51%
2 Technology 17.18%
3 Healthcare 13.49%
4 Consumer Staples 10.29%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.2K 0.01%
1,000
202
$15.9K 0.01%
200
203
$15.8K 0.01%
100
204
$15.7K 0.01%
200
205
$14.8K 0.01%
158
206
$14.5K 0.01%
619
207
$13.2K 0.01%
892
-95
208
$12.6K 0.01%
1,000
209
$12.4K 0.01%
2,000
-300
210
$12.3K 0.01%
523
211
$11.7K 0.01%
218
-58
212
$11.1K 0.01%
100
213
$11K 0.01%
268
214
$10.9K 0.01%
200
215
$10.8K 0.01%
109
216
$10.6K ﹤0.01%
570
217
$10.6K ﹤0.01%
234
218
$10.5K ﹤0.01%
100
219
$10.4K ﹤0.01%
200
220
$10.2K ﹤0.01%
38
221
$10K ﹤0.01%
50
222
$10K ﹤0.01%
2,000
223
$9.48K ﹤0.01%
+707
224
$9.35K ﹤0.01%
50
225
$8.98K ﹤0.01%
212
-367
7 8
9
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