PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-2.98%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$175M
AUM Growth
-$7.9M
(-4.3%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
34.24%
Holding
365
New
10
Increased
27
Reduced
74
Closed
5
Top Buys
| 1 |
Qualcomm
QCOM
|
$316K |
| 2 |
Peoples Financial Services
PFIS
|
$183K |
| 3 |
General Mills
GIS
|
$110K |
| 4 |
Walt Disney
DIS
|
$85.4K |
| 5 |
Broadcom
AVGO
|
$82.9K |
Top Sells
| 1 |
Community Bank
CBU
|
$603K |
| 2 |
GE Aerospace
GE
|
$207K |
| 3 |
AbbVie
ABBV
|
$173K |
| 4 |
Johnson & Johnson
JNJ
|
$160K |
| 5 |
Bristol-Myers Squibb
BMY
|
$149K |
Sector Composition
| 1 | Financials | 26.31% |
| 2 | Technology | 11.73% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Staples | 10.86% |
| 5 | Industrials | 10.72% |
