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
$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
76
$456K 0.3%
+6,372
77
$418K 0.28%
+10,891
78
$416K 0.27%
+7,723
79
$348K 0.23%
+19,421
80
$339K 0.22%
+5,911
81
$336K 0.22%
+4,399
82
$336K 0.22%
+4,550
83
$333K 0.22%
+3,514
84
$326K 0.22%
+3,590
85
$325K 0.21%
+2,825
86
$311K 0.21%
+5,310
87
$288K 0.19%
+2,525
88
$288K 0.19%
+8,323
89
$277K 0.18%
+5,585
90
$276K 0.18%
+7,900
91
$276K 0.18%
+8,000
92
$275K 0.18%
+5,000
93
$259K 0.17%
+3,596
94
$257K 0.17%
+14,900
95
$256K 0.17%
+6,455
96
$232K 0.15%
+2,500
97
$228K 0.15%
+17,946
98
$202K 0.13%
+3,200
99
$198K 0.13%
+3,700
100
$189K 0.12%
+3,983
2 3
4
5 6