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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.04%
53,550
+2,600
27
$1.42M 1.01%
32,045
+650
28
$1.36M 0.97%
19,320
-1,250
29
$1.29M 0.92%
10,918
-146
30
$1.28M 0.91%
15,345
-100
31
$1.27M 0.91%
48,525
+450
32
$1.27M 0.91%
23,355
-50
33
$1.24M 0.88%
30,750
+2,550
34
$1.23M 0.88%
57,230
-1,200
35
$1.14M 0.81%
18,627
-550
36
$1.14M 0.81%
25,379
-991
37
$1.07M 0.76%
27,366
-250
38
$1.05M 0.75%
43,232
39
$1.05M 0.75%
18,659
-2,600
40
$1.05M 0.75%
18,410
-100
41
$1.03M 0.74%
10,480
-720
42
$1.01M 0.72%
11,311
-100
43
$991K 0.71%
24,160
-1,925
44
$986K 0.7%
32,716
-125
45
$923K 0.66%
44,408
-2,400
46
$922K 0.66%
35,150
-1,000
47
$919K 0.65%
22,855
-1,075
48
$912K 0.65%
13,220
-550
49
$905K 0.64%
6,914
-125
50
$841K 0.6%
23,288
+1,500
1
2
3 4 5