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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$801K 0.57%
9,066
52
$795K 0.57%
5,750
+1,225
53
$795K 0.57%
25,940
+3,800
54
$759K 0.54%
16,103
55
$750K 0.53%
57,937
56
$746K 0.53%
9,775
-1,525
57
$745K 0.53%
17,803
-600
58
$735K 0.52%
9,925
+265
59
$733K 0.52%
11,560
-70
60
$725K 0.52%
9,145
-50
61
$722K 0.51%
15,050
-1,893
62
$718K 0.51%
12,823
-318
63
$675K 0.48%
5,175
+325
64
$660K 0.47%
11,975
-1,000
65
$643K 0.46%
8,000
-350
66
$639K 0.46%
13,300
-40
67
$638K 0.45%
16,950
-1,690
68
$628K 0.45%
10,064
-426
69
$618K 0.44%
18,837
-14,001
70
$612K 0.44%
9,267
-461
71
$552K 0.39%
8,602
-1,381
72
$545K 0.39%
4,997
73
$532K 0.38%
9,791
74
$470K 0.33%
22,198
75
$467K 0.33%
+14,837
1 2
3
4 5