PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.67M
3
+$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$878K 0.58%
+9,465
52
$865K 0.57%
+12,187
53
$849K 0.56%
+37,840
54
$807K 0.53%
+12,380
55
$781K 0.52%
+8,050
56
$769K 0.51%
+60,937
57
$762K 0.5%
+9,066
58
$729K 0.48%
+10,153
59
$707K 0.47%
+7,060
60
$697K 0.46%
+19,744
61
$682K 0.45%
+10,208
62
$679K 0.45%
+7,435
63
$674K 0.44%
+13,220
64
$673K 0.44%
+17,580
65
$666K 0.44%
+7,645
66
$664K 0.44%
+5,600
67
$654K 0.43%
+9,170
68
$610K 0.4%
+14,425
69
$610K 0.4%
+15,560
70
$562K 0.37%
+14,704
71
$559K 0.37%
+14,796
72
$506K 0.33%
+10,143
73
$486K 0.32%
+18,510
74
$466K 0.31%
+16,702
75
$461K 0.3%
+6,688
1 2
3
4 5