PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+3.23%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$179M
AUM Growth
+$3.74M
(+2.1%)
Cap. Flow
-$937K
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
34.38%
Holding
366
New
6
Increased
35
Reduced
75
Closed
8
Top Buys
| 1 |
Dominion Energy
D
|
$368K |
| 2 |
Bristol-Myers Squibb
BMY
|
$332K |
| 3 |
Qualcomm
QCOM
|
$328K |
| 4 |
Amazon
AMZN
|
$230K |
| 5 |
Broadcom
AVGO
|
$158K |
Top Sells
| 1 |
NBT Bancorp
NBTB
|
$381K |
| 2 |
DuPont de Nemours
DD
|
$330K |
| 3 |
Peoples Financial Services
PFIS
|
$276K |
| 4 |
AbbVie
ABBV
|
$253K |
| 5 |
VF Corp
VFC
|
$241K |
Sector Composition
| 1 | Financials | 26.5% |
| 2 | Technology | 11.91% |
| 3 | Healthcare | 10.88% |
| 4 | Consumer Staples | 10.69% |
| 5 | Industrials | 10.23% |
