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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
234
227
$10K 0.01%
250
+50
228
$9K 0.01%
193
229
$9K 0.01%
+100
230
$9K 0.01%
1,000
231
$9K 0.01%
55
232
$9K 0.01%
106
233
$9K 0.01%
337
234
$9K 0.01%
600
235
$9K 0.01%
750
236
$9K 0.01%
127
237
$8K 0.01%
141
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$8K 0.01%
136
239
$8K 0.01%
118
240
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200
241
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146
242
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243
$8K 0.01%
104
244
$8K 0.01%
124
245
$7K ﹤0.01%
126
246
$7K ﹤0.01%
42
247
$7K ﹤0.01%
164
248
$7K ﹤0.01%
100
249
$7K ﹤0.01%
684
250
$7K ﹤0.01%
100
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10
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