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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.01%
63,130
+2,400
27
$1.48M 1%
20,050
+650
28
$1.43M 0.97%
11,902
-216
29
$1.42M 0.96%
20,592
30
$1.37M 0.93%
33,770
-800
31
$1.31M 0.89%
29,600
-600
32
$1.31M 0.89%
37,706
-11,900
33
$1.25M 0.85%
21,655
-225
34
$1.23M 0.83%
12,095
+25
35
$1.21M 0.82%
23,344
-1,439
36
$1.2M 0.81%
19,829
-620
37
$1.13M 0.76%
48,012
-6,400
38
$1.11M 0.75%
11,700
+1,650
39
$1.11M 0.75%
9,905
-125
40
$1.09M 0.74%
28,716
-450
41
$1.08M 0.73%
21,177
-800
42
$1.06M 0.71%
12,351
-400
43
$1.04M 0.7%
23,870
44
$1.04M 0.7%
24,895
-1,069
45
$1.03M 0.7%
11,180
-223
46
$983K 0.66%
9,066
47
$921K 0.62%
18,259
+1,725
48
$921K 0.62%
16,286
-3,144
49
$901K 0.61%
35,840
-1,200
50
$900K 0.61%
7,064
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