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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.01%
200
227
$7K 0.01%
136
228
$7K 0.01%
114
229
$7K 0.01%
76
230
$7K 0.01%
146
231
$7K 0.01%
337
232
$7K 0.01%
135
233
$7K 0.01%
146
234
$7K 0.01%
600
235
$7K 0.01%
47
236
$7K 0.01%
222
237
$7K 0.01%
100
238
$6K ﹤0.01%
117
239
$6K ﹤0.01%
684
240
$6K ﹤0.01%
1,400
241
$6K ﹤0.01%
105
242
$6K ﹤0.01%
173
243
$6K ﹤0.01%
150
244
$5K ﹤0.01%
80
245
$5K ﹤0.01%
141
246
$5K ﹤0.01%
36
247
$5K ﹤0.01%
68
248
$5K ﹤0.01%
175
249
$5K ﹤0.01%
50
250
$5K ﹤0.01%
68
8 9
10
11 12