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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$174K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.01%
53,105
-3,720
27
$2.18M 1%
27,919
+1,048
28
$2.14M 0.98%
20,005
-1,050
29
$2.13M 0.98%
28,331
-1,325
30
$2.1M 0.96%
38,256
-1,975
31
$2.08M 0.96%
11,506
+225
32
$2.05M 0.94%
8,845
33
$2.04M 0.94%
16,889
-300
34
$2M 0.92%
8,524
+650
35
$1.95M 0.89%
24,195
-1,075
36
$1.92M 0.88%
67,964
+400
37
$1.83M 0.84%
40,808
+658
38
$1.8M 0.83%
8,628
39
$1.73M 0.8%
20,541
-800
40
$1.73M 0.79%
8,065
-500
41
$1.69M 0.78%
27,545
+132
42
$1.54M 0.71%
10,050
-650
43
$1.52M 0.7%
10,197
44
$1.51M 0.7%
30,391
-300
45
$1.51M 0.69%
9,885
-100
46
$1.49M 0.69%
25,377
-780
47
$1.47M 0.68%
45,902
-1,190
48
$1.43M 0.66%
11,863
-701
49
$1.39M 0.64%
9,374
-600
50
$1.38M 0.63%
21,323
-210
1
2
3 4 5