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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.08%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
200
302
$1K ﹤0.01%
232
303
$1K ﹤0.01%
46
304
$1K ﹤0.01%
100
305
$1K ﹤0.01%
58
306
$1K ﹤0.01%
28
307
$1K ﹤0.01%
550
308
$1K ﹤0.01%
81
309
$1K ﹤0.01%
200
310
$1K ﹤0.01%
8
311
– –
-1,500
312
– –
-1,000
313
– –
-500
314
– –
-4,000
315
$0 ﹤0.01%
35
316
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15
317
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-120
318
– –
-1,000
319
– –
-650
320
$0 ﹤0.01%
30
321
– –
-250
322
$0 ﹤0.01%
22
323
– –
-750
324
$0 ﹤0.01%
54
325
– –
-350
10 11 12
13
14