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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
117
252
$6K ﹤0.01%
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253
$6K ﹤0.01%
103
254
$6K ﹤0.01%
37
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47
256
$6K ﹤0.01%
100
257
$6K ﹤0.01%
33
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$6K ﹤0.01%
250
259
$6K ﹤0.01%
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$5K ﹤0.01%
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78
262
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263
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76
267
$5K ﹤0.01%
68
268
$5K ﹤0.01%
47
-24
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$5K ﹤0.01%
100
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$4K ﹤0.01%
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271
$4K ﹤0.01%
104
272
$4K ﹤0.01%
72
273
$4K ﹤0.01%
114
274
$4K ﹤0.01%
76
275
$4K ﹤0.01%
120
9 10
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