PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-8.34%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$176M
AUM Growth
-$22M
(-11%)
Cap. Flow
-$3.31M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
383
New
11
Increased
31
Reduced
72
Closed
15
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$516K |
| 2 |
Enbridge
ENB
|
$150K |
| 3 |
FedEx
FDX
|
$124K |
| 4 |
Cigna
CI
|
$118K |
| 5 |
Amazon
AMZN
|
$90.1K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.62M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$247K |
| 3 |
Exxon Mobil
XOM
|
$225K |
| 4 |
Johnson & Johnson
JNJ
|
$213K |
| 5 |
GE Aerospace
GE
|
$210K |
Sector Composition
| 1 | Financials | 25.7% |
| 2 | Healthcare | 12.83% |
| 3 | Technology | 11.28% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 10.34% |
