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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.33%
6,424
+100
77
$459K 0.33%
14,441
-190
78
$440K 0.31%
16,500
79
$431K 0.31%
4,219
+275
80
$427K 0.3%
6,375
81
$418K 0.3%
19,320
-150
82
$399K 0.28%
8,420
83
$369K 0.26%
4,315
84
$369K 0.26%
+5,232
85
$348K 0.25%
4,250
-100
86
$313K 0.22%
4,065
87
$312K 0.22%
2,865
88
$246K 0.18%
6,550
+400
89
$237K 0.17%
4,000
+500
90
$232K 0.17%
2,544
91
$231K 0.16%
+1,200
92
$230K 0.16%
8,930
93
$228K 0.16%
3,500
+300
94
$223K 0.16%
3,225
-100
95
$214K 0.15%
2,575
-25
96
$212K 0.15%
5,400
-100
97
$205K 0.15%
2,338
98
$205K 0.15%
6,263
-400
99
$195K 0.14%
3,402
100
$195K 0.14%
2,368
2 3
4
5 6