PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
This Quarter Return
-8.21%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$211M
AUM Growth
-$20.3M
(-8.8%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
292
New
7
Increased
56
Reduced
74
Closed
9
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.11M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$466K |
| 3 |
Peoples Financial Services
PFIS
|
$460K |
| 4 |
Verizon
VZ
|
$390K |
| 5 |
Target
TGT
|
$373K |
Top Sells
| 1 |
AT&T
T
|
$806K |
| 2 |
Starbucks
SBUX
|
$514K |
| 3 |
PPL Corp
PPL
|
$363K |
| 4 |
Energy Transfer Partners
ET
|
$352K |
| 5 |
FedEx
FDX
|
$249K |
Sector Composition
| 1 | Financials | 19.39% |
| 2 | Technology | 14.69% |
| 3 | Healthcare | 14.69% |
| 4 | Consumer Staples | 10.44% |
| 5 | Industrials | 8.38% |
