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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$174K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
50
252
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2,000
253
$5K ﹤0.01%
167
254
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$5K ﹤0.01%
607
256
$5K ﹤0.01%
100
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$5K ﹤0.01%
60
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$5K ﹤0.01%
212
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261
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262
$5K ﹤0.01%
91
263
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
293
267
$4K ﹤0.01%
20
268
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269
$4K ﹤0.01%
62
270
$4K ﹤0.01%
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271
$4K ﹤0.01%
100
272
$3K ﹤0.01%
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$3K ﹤0.01%
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274
$3K ﹤0.01%
30
275
$3K ﹤0.01%
49
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