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
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 11.48%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
1,400
252
$7K ﹤0.01%
33
253
$7K ﹤0.01%
250
254
$6K ﹤0.01%
93
255
$6K ﹤0.01%
146
256
$6K ﹤0.01%
135
257
$6K ﹤0.01%
117
258
$6K ﹤0.01%
103
259
$6K ﹤0.01%
50
260
$6K ﹤0.01%
47
261
$6K ﹤0.01%
76
262
$6K ﹤0.01%
68
263
$6K ﹤0.01%
71
-4
264
$6K ﹤0.01%
+100
265
$5K ﹤0.01%
36
266
$5K ﹤0.01%
50
267
$5K ﹤0.01%
80
268
$5K ﹤0.01%
133
269
$5K ﹤0.01%
78
270
$5K ﹤0.01%
72
271
$5K ﹤0.01%
233
272
$5K ﹤0.01%
76
273
$5K ﹤0.01%
90
274
$5K ﹤0.01%
76
275
$5K ﹤0.01%
37
9 10
11
12 13