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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.3%
7,200
-2,000
77
$411K 0.28%
7,282
-396
78
$402K 0.27%
8,741
-1,900
79
$394K 0.27%
10,900
80
$356K 0.24%
5,735
81
$355K 0.24%
2,525
82
$341K 0.23%
4,350
83
$336K 0.23%
2,725
84
$336K 0.23%
3,774
85
$329K 0.22%
6,050
+1,500
86
$268K 0.18%
2,700
87
$249K 0.17%
7,023
-300
88
$240K 0.16%
6,200
-1,200
89
$239K 0.16%
3,000
90
$237K 0.16%
2,815
+224
91
$236K 0.16%
14,700
+5,300
92
$235K 0.16%
8,062
-401
93
$232K 0.16%
6,455
94
$232K 0.16%
2,850
-800
95
$211K 0.14%
3,985
-1,300
96
$210K 0.14%
2,138
-1,300
97
$200K 0.14%
4,787
+200
98
$176K 0.12%
2,750
99
$169K 0.11%
4,200
100
$168K 0.11%
8,822
-12,997
2 3
4
5 6