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
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
Procter & Gamble
PG
+$52.2K

Sector Composition

1 Financials 26.56%
2 Technology 12.04%
3 Consumer Staples 11.3%
4 Healthcare 10.95%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.18%
50,960
-420
27
$2.16M 1.08%
37,132
+100
28
$2.09M 1.05%
26,027
29
$2.05M 1.03%
9,258
+25
30
$1.96M 0.98%
16,670
+15
31
$1.85M 0.93%
37,530
-315
32
$1.82M 0.91%
16,250
-25
33
$1.8M 0.9%
20,410
-100
34
$1.76M 0.88%
8,485
-120
35
$1.75M 0.88%
23,137
+282
36
$1.74M 0.87%
49,601
-490
37
$1.73M 0.87%
28,400
+600
38
$1.7M 0.85%
22,935
-335
39
$1.7M 0.85%
25,470
+1,100
40
$1.64M 0.82%
19,578
-100
41
$1.63M 0.82%
32,385
+251
42
$1.61M 0.81%
11,512
-113
43
$1.6M 0.8%
25,963
+13
44
$1.58M 0.79%
28,717
-493
45
$1.53M 0.76%
55,065
-325
46
$1.52M 0.76%
29,606
-225
47
$1.51M 0.76%
17,630
48
$1.45M 0.73%
8,956
49
$1.35M 0.68%
7,545
-160
50
$1.34M 0.67%
24,148
+38
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