PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$184K
3
+$143K
4
BAC icon
Bank of America
BAC
+$98.6K
5
PFIS icon
Peoples Financial Services
PFIS
+$98.3K

Top Sells

1
+$620K
2
+$548K
3
+$363K
4
PM icon
Philip Morris
PM
+$328K
5
CVX icon
Chevron
CVX
+$222K

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
1
$12.9M 7.94%
328,608
+2,512
2
$7.91M 4.88%
276,327
-19,155
3
$6.92M 4.27%
73,842
-1,777
4
$5.97M 3.69%
70,505
5
$5.69M 3.51%
76,738
+1,000
6
$4.74M 2.92%
31,407
-268
7
$4.3M 2.65%
128,712
-570
8
$4.05M 2.5%
38,238
9
$3.87M 2.39%
31,918
-250
10
$3.71M 2.29%
25,594
-209
11
$3.5M 2.16%
62,680
-1,937
12
$3.32M 2.05%
51,215
-1,900
13
$3.17M 1.96%
26,330
-500
14
$3.02M 1.86%
92,536
-2,184
15
$2.75M 1.7%
53,785
+1,500
16
$2.72M 1.68%
72,030
-900
17
$2.71M 1.68%
59,847
-1,850
18
$2.11M 1.3%
14,389
-407
19
$2.1M 1.3%
189,400
-1,000
20
$2.07M 1.28%
28,118
-1,000
21
$2.01M 1.24%
19,195
-2,115
22
$1.92M 1.18%
31,539
+300
23
$1.9M 1.17%
21,550
+100
24
$1.82M 1.12%
76,184
+1,620
25
$1.79M 1.11%
34,345
1
2 3 4 5