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
76
$465K 0.3%
+10,900
77
$460K 0.29%
7,678
-45
78
$446K 0.28%
10,641
79
$444K 0.28%
17,760
-600
80
$415K 0.26%
21,819
+2,398
81
$361K 0.23%
3,438
-50
82
$341K 0.22%
5,735
83
$340K 0.22%
4,350
84
$327K 0.21%
2,725
-100
85
$323K 0.21%
3,774
-75
86
$299K 0.19%
2,525
87
$294K 0.19%
2,700
-100
88
$293K 0.19%
3,650
-37
89
$286K 0.18%
7,323
-900
90
$279K 0.18%
6,455
91
$278K 0.18%
18,167
92
$277K 0.18%
7,400
-400
93
$253K 0.16%
5,285
-300
94
$249K 0.16%
3,000
95
$246K 0.16%
8,463
-209
96
$224K 0.14%
4,550
+350
97
$214K 0.14%
3,674
98
$211K 0.13%
2,591
99
$208K 0.13%
2,800
-200
100
$198K 0.13%
4,587
+1,316
2 3
4
5 6