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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$876K 0.56%
10,640
-67
52
$868K 0.55%
16,534
+9,975
53
$865K 0.55%
21,155
-200
54
$823K 0.52%
12,080
-100
55
$816K 0.52%
11,732
-398
56
$778K 0.49%
12,520
-600
57
$762K 0.48%
59,437
58
$752K 0.48%
10,344
-916
59
$733K 0.47%
19,494
-250
60
$730K 0.46%
6,851
-79
61
$707K 0.45%
21,174
+3,256
62
$706K 0.45%
27,119
-23,273
63
$699K 0.44%
14,125
-300
64
$697K 0.44%
5,500
65
$694K 0.44%
8,420
66
$687K 0.44%
7,585
+300
67
$645K 0.41%
7,645
68
$641K 0.41%
9,588
-440
69
$610K 0.39%
15,533
+185
70
$587K 0.37%
9,200
-150
71
$578K 0.37%
14,279
-25
72
$565K 0.36%
9,159
+3,248
73
$564K 0.36%
14,560
-2,000
74
$508K 0.32%
6,854
+166
75
$495K 0.31%
4,774
-471
1 2
3
4 5