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
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.63%
31,775
+800
52
$1.03M 0.6%
15,762
+6,070
53
$981K 0.57%
5,700
+850
54
$976K 0.57%
8,956
55
$938K 0.55%
4,744
56
$901K 0.53%
18,600
+2,000
57
$898K 0.53%
8,451
+175
58
$896K 0.52%
14,800
59
$859K 0.5%
19,908
+200
60
$855K 0.5%
10,235
+97
61
$842K 0.49%
4,975
62
$837K 0.49%
12,720
+825
63
$832K 0.49%
10,675
64
$820K 0.48%
57,937
65
$817K 0.48%
11,030
-30
66
$803K 0.47%
44,728
67
$753K 0.44%
7,350
-50
68
$751K 0.44%
9,664
+2,596
69
$743K 0.44%
9,972
+500
70
$712K 0.42%
13,210
-240
71
$697K 0.41%
5,395
72
$694K 0.41%
5,908
+250
73
$624K 0.37%
21,706
+1,555
74
$614K 0.36%
13,955
-100
75
$548K 0.32%
6,626
+500
1 2
3
4 5