PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$502K
3 +$340K
4
LMT icon
Lockheed Martin
LMT
+$296K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$287K

Top Sells

1 +$525K
2 +$282K
3 +$232K
4
FAST icon
Fastenal
FAST
+$193K
5
KO icon
Coca-Cola
KO
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-60
302
-100
303
$0 ﹤0.01%
14
304
-93
305
$0 ﹤0.01%
33
306
-64
307
-8
308
-80