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
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
Procter & Gamble
PG
+$52.2K

Sector Composition

1 Financials 26.56%
2 Technology 12.04%
3 Consumer Staples 11.3%
4 Healthcare 10.95%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.67%
10,216
-60
52
$1.33M 0.66%
10,700
-175
53
$1.25M 0.62%
13,039
54
$1.24M 0.62%
11,099
55
$1.21M 0.61%
22,033
-55
56
$1.16M 0.58%
21,034
-185
57
$1.14M 0.57%
14,325
-300
58
$1.14M 0.57%
13,000
59
$1.07M 0.54%
17,722
+1,321
60
$984K 0.49%
9,610
-91
61
$980K 0.49%
5,063
+31
62
$929K 0.46%
13,029
+250
63
$912K 0.46%
5,650
-50
64
$868K 0.43%
43,662
65
$849K 0.42%
30,760
-3,740
66
$811K 0.41%
18,198
-301
67
$759K 0.38%
5,339
+44
68
$748K 0.37%
9,857
+1,099
69
$722K 0.36%
12,657
70
$714K 0.36%
9,720
-310
71
$691K 0.35%
20,222
+4,552
72
$685K 0.34%
8,608
-430
73
$672K 0.34%
8,815
+96
74
$668K 0.33%
57,937
75
$653K 0.33%
10,600
1 2
3
4 5