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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.97%
34,570
+675
27
$1.48M 0.94%
60,730
-1,200
28
$1.47M 0.94%
20,592
-500
29
$1.44M 0.92%
12,118
-108
30
$1.43M 0.91%
48,408
+2,400
31
$1.43M 0.91%
19,400
+750
32
$1.42M 0.9%
12,070
-320
33
$1.42M 0.9%
30,200
-560
34
$1.39M 0.89%
54,412
-2,000
35
$1.3M 0.83%
24,783
+150
36
$1.24M 0.78%
21,880
-775
37
$1.18M 0.75%
20,449
-720
38
$1.14M 0.72%
12,751
-987
39
$1.12M 0.71%
25,964
-90
40
$1.12M 0.71%
11,403
-209
41
$1.09M 0.69%
29,166
+200
42
$1.08M 0.69%
23,870
-250
43
$1.08M 0.69%
12,613
-50
44
$1.07M 0.68%
19,430
-145
45
$1.07M 0.68%
21,977
-156
46
$1.03M 0.66%
10,030
-220
47
$1.01M 0.64%
10,050
48
$920K 0.58%
37,040
-700
49
$905K 0.57%
9,066
50
$898K 0.57%
7,064
-600
1
2
3 4 5