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
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.15%
58,516
-50
27
$1.77M 1.04%
24,380
28
$1.71M 1%
30,905
-139
29
$1.68M 0.98%
29,720
30
$1.68M 0.98%
42,096
-87
31
$1.61M 0.94%
21,020
+1,300
32
$1.61M 0.94%
12,864
-50
33
$1.6M 0.94%
26,795
-125
34
$1.53M 0.89%
33,600
+2,000
35
$1.43M 0.84%
15,630
+75
36
$1.39M 0.81%
16,875
+175
37
$1.39M 0.81%
39,632
+300
38
$1.39M 0.81%
18,038
39
$1.33M 0.78%
9,333
-100
40
$1.32M 0.77%
25,410
+400
41
$1.31M 0.77%
27,479
+200
42
$1.26M 0.74%
25,088
43
$1.24M 0.73%
39,550
+1,325
44
$1.22M 0.71%
21,851
-2,797
45
$1.16M 0.68%
19,032
-209
46
$1.14M 0.67%
19,560
+500
47
$1.13M 0.66%
9,250
-50
48
$1.13M 0.66%
20,300
+2,666
49
$1.11M 0.65%
22,000
-300
50
$1.09M 0.64%
22,328
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