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
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$142K
3
+$140K
4
AAPL icon
Apple
AAPL
+$119K
5
PFIS icon
Peoples Financial Services
PFIS
+$117K

Top Sells

1
+$449K
2
+$265K
3
+$240K
4
MO icon
Altria Group
MO
+$213K
5
FMC icon
FMC
FMC
+$119K

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
+2,996
2
$7.91M 4.88%
276,327
+136,302
3
$6.92M 4.27%
73,842
-282
4
$5.97M 3.69%
70,505
+670
5
$5.69M 3.51%
76,738
-420
6
$4.74M 2.92%
31,407
+458
7
$4.3M 2.65%
128,712
+1,568
8
$4.05M 2.5%
38,238
+1,340
9
$3.87M 2.39%
31,918
+1,154
10
$3.71M 2.29%
25,594
+243
11
$3.5M 2.16%
62,680
+1,234
12
$3.32M 2.05%
51,215
+400
13
$3.17M 1.96%
26,330
+32
14
$3.02M 1.86%
92,536
+1,563
15
$2.75M 1.7%
53,785
+1,447
16
$2.72M 1.68%
72,030
+100
17
$2.71M 1.68%
59,847
+970
18
$2.11M 1.3%
14,389
-1,640
19
$2.1M 1.3%
189,400
+1,200
20
$2.07M 1.28%
28,118
-3,600
21
$2.01M 1.24%
19,195
-708
22
$1.92M 1.18%
31,539
-175
23
$1.9M 1.17%
21,550
+350
24
$1.82M 1.12%
76,184
+4,960
25
$1.79M 1.11%
34,345
+550
1
2 3 4 5