PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+11.14%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$217M
AUM Growth
+$18.8M
(+9.5%)
Cap. Flow
-$1.1M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
36.18%
Holding
298
New
3
Increased
42
Reduced
58
Closed
1
Top Buys
| 1 |
Comcast
CMCSA
|
$231K |
| 2 |
Viatris
VTRS
|
$223K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$210K |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$174K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$155K |
Top Sells
| 1 |
Mastercard
MA
|
$261K |
| 2 |
Fidelity D&D Bancorp
FDBC
|
$256K |
| 3 |
Apple
AAPL
|
$246K |
| 4 |
Procter & Gamble
PG
|
$191K |
| 5 |
Kellanova
K
|
$174K |
Sector Composition
| 1 | Financials | 24.35% |
| 2 | Technology | 15.87% |
| 3 | Healthcare | 12.22% |
| 4 | Industrials | 10.03% |
| 5 | Consumer Staples | 9.98% |
